AI capital spending shows signs of slowing as investors rotate between chipmakers and hyperscalers
CNBC has reported that the AI industry's rapid growth faces challenges that could potentially slow its expansion, even as UBS…
Alphabet (GOOGL) Stock News
Latest Alphabet and Google stock news — advertising revenue, AI product updates, Google Cloud growth and GOOGL price analysis.
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$100 Oil Puts Big Tech’s $725 Billion AI Spending Plan at Risk
Crude prices are retreating after Brent touched $100 again last week, but Oilprice.com argues the risk to Big Tech’s planned…
AI bond spreads widen to 121 basis points as Meta and Microsoft earnings approach
AI-related corporate debt has sold off sharply in recent weeks, pushing 10-year hyperscaler spreads to about 121 basis points over…
Apple overtakes Nvidia as world’s most valuable company at roughly $4.94 trillion
Apple reclaimed the title of the world’s most valuable public company from Nvidia on Monday as its stock headed toward…
Steve Eisman sells his Alphabet stake and cuts AI exposure over correction fears
Steve Eisman has sold his long-held stake in Alphabet and voiced concerns about the artificial intelligence sector, telling CNBC he…
