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The European Parliament plans to replace Google as the default search engine with French-based Qwant by June 2026. This move aligns with the EU's broader strategy to reduce reliance on U.S. technolog…
The European Union is drafting legislation for the Cloud and AI Development Act, which could restrict Amazon, Microsoft, and Google from accessing critical government cloud tenders. The proposal mand…
Meta makes substantial AI investments, buying up to $60 billion in AMD chips, acquiring startup Manus, and signing multi-billion cloud deals with CoreWeave, Oracle, and Google to boost AI integration…
Meta cuts stock option distributions again amid heavy AI investments and recent Reality Labs layoffs, shifting focus from VR to AI and wearables with massive data center expansion planned.
Meta reduced stock option grants by 5% amid heavy AI investment plans and expects $115-$135 billion capital expenditure in 2026, continuing staff equity cuts following last year's 10% reduction.
Amazon shares fell about 18% after missing Q4 sales and profit targets, with heavy capex on AI expansion fueling selloff. Major investors Berkshire Hathaway cut holdings sharply, while Pershing Squar…
Bill Ackman's Pershing Square acquired a significant Meta stake, betting on AI-driven growth despite recent stock declines and investor concerns over AI spending.
Hedge fund manager Bill Ackman increased his stake in Meta, citing strong AI-driven growth potential despite recent share declines due to high AI spending concerns.
Amazon shares dropped 7.7% post-earnings due to a lowered Q1 operating income forecast and higher-than-expected 2026 capital expenditures, despite beating Q4 revenue estimates.
Rosenblatt raised Alphabet's price target from $279 to $357 per share, signaling increased confidence in the stock's upside potential.
Microsoft's Q4 2025 revenue and profits beat Wall Street estimates, driven by strong Intelligent Cloud and Azure growth, despite a miss in Personal Computing revenue. The company shows accelerated de…
Meta Platforms exceeded Q4 2025 revenue and earnings expectations with 24% revenue growth and announced increased 2026 capital expenditures focused on superintelligence development.
Microsoft's Q2 results will highlight strong Azure growth fueled by AI demand, with analysts optimistic despite rising memory costs and elevated capital spending on AI infrastructure.
Meta Platforms' stock rose over 5% after analysts raised price targets despite regulatory scrutiny of its $2 billion Manus AI deal. Earnings next week will reveal AI investment impact.
Meta's shares fell 18% due to heavy AI infrastructure spending, but upcoming AI model launches and efficiency efforts suggest significant upside. Alphabet's stock outperformed, but Meta's valuation d…
Alphabet’s strong cloud and AI growth, supported by a $155B cloud backlog and solid execution, keeps analysts bullish despite heavy investments and lower free cash flow returns.
Amazon faces risks from agentic commerce that could reduce its retail dominance and ad revenue, but internal AI tools like Rufus and Alexa+ offer growth potential amid uncertain monetization.
Alphabet's $32 billion acquisition of cybersecurity firm Wiz signals strong AI-driven growth potential. Despite global economic risks, continued AI investment and supportive stimulus provide a mostly…
Meta Platforms is developing advanced AI models named Mango and Avocado, focusing on image, video, and coding capabilities, with releases planned for early 2026.
Meta's AI chief Yann LeCun plans to start a $3 billion AI venture focusing on advanced world model systems, signaling growing competition in AI research beyond big tech.