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Meta Platforms announces job cuts across multiple divisions amid heavy losses in Reality Labs and increased AI investments to compete with Google, Amazon, and Microsoft, causing a share dip.
Elon Musk unveiled Tesla and xAI’s new AI system ‘Macrohard,’ aiming to emulate software companies autonomously, highlighting Tesla’s shift toward AI innovation supported by Nvidia hardware and integ…
Nvidia partners with Nebius, investing $2 billion to build an AI cloud platform, leveraging next-gen hardware and competing with hyperscalers for AI workloads.
Amazon plans to launch a content marketplace for publishers to sell rights to AI firms, signaling potential strong growth in AI services ahead of its AWS conference. This follows Microsoft's similar …
Microsoft shares dropped 2% after a Stifel downgrade and price target cut, amid concerns over AI spending and competition. Despite this, Wedbush remains bullish on long-term cloud and AI growth poten…
Alphabet plans to nearly double 2026 capital spending to $175-$185 billion, driven by strong cloud and advertising growth plus AI investments, though shares dipped on initial reaction.
Alphabet beat earnings estimates with strong revenue and AI progress, but the market reacted negatively to surging 2026 capital expenditures, pressuring short-term margins despite solid long-term gro…
Alphabet's stock rallied 116% from its 52-week low amid eased antitrust fears and strong AI-driven search growth. Heavy AI investments and optimistic analyst ratings support expectations for continue…
Amazon expands AI chip sales to strengthen its cloud AI presence while recent layoffs add labor market uncertainty.
Microsoft is raising prices for its Microsoft 365 subscriptions with AI-powered enhancements starting July, signaling confidence in AI adoption despite recent market concerns over sales quotas.
Amazon plans a $15 billion investment in Northern Indiana for new data centers and AI innovation, creating 1,100 jobs and adding 2.4 gigawatts of capacity with significant energy cost savings.
Alphabet's shares surged 58% over 12 months, driven by AI advancements in Search and Cloud, strong client growth, and positive earnings revisions, despite premium valuation and competitive cloud mark…
Meta appoints Vishal Shah to lead AI product management, emphasizing AI focus amid competition with Microsoft and AI startups while restructuring its AI unit for greater agility.
Zoom’s Workvivo acquisition boosts large-account adoption and cross-selling, lifting enterprise revenue estimates and positioning the company to challenge Microsoft and Alphabet in employee experienc…
GitLab forecasts Q2 fiscal 2026 growth, highlights AWS and Google Cloud partnerships and AI-driven product adoption, but faces margin pressure, stretched valuation and tough competition from Microsof…