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Tesla plans a new Austin-based semiconductor venture, Terafab, to develop AI and robotics chips, reducing reliance on external suppliers amid growing chip demand, with long-term ambitions for space c…
Amazon projects AWS revenue to double to $600B by 2036 driven by AI growth, expands ultrafast delivery, and secures major defense AI contracts but signals reduced AI chip spending impacting capex.
Nvidia attracted $1.58 billion in retail net inflows with strong AI sector positioning, though export rules may delay large data center orders.
Investor Michael Burry recommends Apple acquire AI startup Anthropic to boost its AI efforts amid growing competition. Adobe is also advised to buy Midjourney to enhance its AI capabilities. Tesla sh…
Microsoft's strong Q2 fiscal 2026 cloud revenue growth and deep AI integration support a bullish outlook, despite heavy capital spending and competitive pressure in cloud infrastructure.
Microsoft's heavy AI infrastructure spending pressures its financial stability, with flat free cash flow expected amid massive capital investments by tech firms in 2026.
Microsoft contributed 26% to Arista Networks' 2025 revenue with 67% growth, indicating strong AI networking demand and potential for further gains in 2026 as Ethernet deployments expand.
Nvidia shares rose after Meta expanded its hardware purchase deal worth tens of billions, boosting AI data center buildout, despite new bearish short positions from hedge funds concerned about future…
Alphabet (GOOGL) tests a key support near $297 forming a potential double bottom, with growing AI capex weighing on near-term cash flow but promising future growth amid cautious investor sentiment.
Amazon plans unprecedented capital spending, exceeding cash flow, fueling investor concerns despite strong AWS results amid intense AI investment competition.
Alphabet’s Q4 revenues rose 18%, fueled by strong Search and Cloud growth, AI innovation, and planned CapEx increase to $175–$185 billion by 2026.
OpenAI agreed to buy over 750 MW of computing power from Cerebras in a $10 billion deal to boost its AI capabilities, with capacity rolling out through 2028.
Goldman Sachs upgrades Microsoft price target to $655 citing AI growth, while Bank of America forecasts massive bond issuance to fund AI investments; Microsoft advances its Foundry platform with Clau…
OpenAI, SoftBank, and SB Energy partner to invest $1 billion in next-gen AI data centers, with initial facilities operational by 2026, potentially benefiting Microsoft’s AI cloud services.
Uber's investments in autonomous vehicles weigh on margins short term, but partnerships with Nvidia, Tesla, and Waymo position it for long-term growth in ride-sharing and AV markets.
Meta’s $2 billion acquisition of AI startup Manus is viewed positively, promising accelerated AI product monetization and improved capital expenditure returns, according to BMO analyst Brian Pitz.
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…
Nvidia plans to acquire AI chip designer Groq for $20 billion, strengthening its position in high-performance AI accelerators.
Alphabet is acquiring Intersect for $4.75 billion, boosting its data center and energy infrastructure to support growing cloud demand, with the deal closing expected in H1 2026.
Amazon commits $35 billion to India’s AI and cloud infrastructure by 2030, reinforcing its position as a top investor amid growing competition with Microsoft and Google in the region’s digital techno…