Massive capital expenditures on artificial intelligence raise questions about profitability and sustainability, echoing dot-com bubble concerns. A stark contrast emerged in tech earnings this ...

Meta analysts have expressed concerns about the company’s massive capital expenditure plan, although most expect the spending ...

Mustafa Suleyman, the head of Microsoft AI, has publicly challenged the idea that artificial intelligence can be conscious, arguing that only humans and other biological beings are capable of genuine ...

Jensen Huang's Nvidia stands to benefit from the growing capital-expenditure budgets discussed by Big Tech players last week. Amazon.com Inc. won over Wall Street last week with improved cloud trends ...

While market participants may not agree on whether the tech trade looks poised to go awry, it's a double-edged sword that today's stock market has become heavily concentrated in tech stocks. They are ...

Meta is investing heavily in AI infrastructure, with massive data center builds and significant capital expenditure. While ...

Of all the big tech companies investing in AI, Google and Microsoft are the best positioned to handle the growing costs of the technology, judging from data disclosed this past week in ...

Google shows strong Q3 results, rising CapEx, growing AI potential, and competitive strength supporting long-term upside into ...

Discover how the Magnificent 7 stocks and artificial intelligence demand fueled a record S&P 500 earnings surge in Q3 2025, ...

Tech’s renewed appetite for nuclear energy is reshaping the market – and Australian explorers operating in the US stand to ...

After social media giant Meta Platforms, Inc. (NASDAQ:META)’s shares fell following its latest earnings report, Cramer took the contrarian view and defended the firm’s CEO, Mark Zuckerberg.

The AI infrastructure buildout has moved from speculation to reality, and two companies are positioned to capture the lion's share of spending.