#AI spending
articles
JPMorgan Lifts S&P 500 Target to 8,000 as AI Monetization Hopes Grow
The bank's strategists see AI profits accelerating faster than spending, bolstering corporate earnings and lifting the i...
Amazon Crosses $3 Trillion Market Value, Fifth Company to Reach the Milestone
Amazon joined Nvidia, Alphabet, Microsoft and Apple in the $3 trillion club after its fastest AWS revenue growth since 2...
Zuckerberg's Wealth Drops $18 Billion as Meta Shares Slide on AI Spending Worries
Meta's stock fell 21.7% in 11 days after second-quarter earnings missed estimates and the company raised spending foreca...
AI's Hidden Cost: Uber, Microsoft and Ford Show Why Companies Must Watch the Bill
Unchecked AI spending can dwarf productivity gains, as Uber, Microsoft and Ford discovered. For enterprises, watching th...
Microsoft sets record with near $450 billion single-day market cap gain
Shares surge 15% after cloud and AI forecasts smash expectations, pushing market cap past $3.35 trillion and easing fear...
European Stocks Rise as Tech Rally and AI Optimism Offset Inflation Jitters
A broad tech rebound, fueled by Microsoft and Amazon’s AI spending plans, pushed European markets toward a fourth straig...
Zuckerberg's Emotional Video Fails to Reassure Investors as Meta Profit Slumps and Stock Tumbles
Meta's quarterly profit plunged and spending surged, driving a sharp stock selloff. CEO Mark Zuckerberg launched a perso...
Microsoft’s $480 Billion Rally Reopens the AI Investment Debate: Real Moat or Market Nihilism?
A blockbuster quarter from Microsoft added nearly half a trillion dollars in value, but analysts are deeply split on whe...
Meta’s AI Spending Surge Costs Zuckerberg $18 Billion in One Day as Wall Street Revolts
Meta stock plunged 9% after the company revealed sharply higher AI investment plans without a clear profitability timeli...
Microsoft’s Historic Stock Surge: How AI Spending and Cloud Acceleration Won Wall Street
A record-breaking 15.5% one-day gain for Microsoft signals investor approval of the AI spending strategy as Azure growth...
Meta's Stock Plunges 6% as AI Spending Fears Overshadow Revenue Surge
Meta's Q2 revenue soared 28% to $60.8B, but a disappointing Q3 outlook and surging AI investments sent shares down over ...
Dow and S&P 500 Rise as Tech Drags Nasdaq Down; Fed Decision Looms
US stocks diverged sharply on Tuesday: industrials and consumer staples surged on strong earnings, while chipmakers slum...
Oil Jumps 5% on Iran Tensions, Tech Rout Deepens Ahead of Fed
US crude surged past $83 as forces intercepted an Iranian attack, while semiconductor shares extended losses and investo...
Alphabet, Tesla Hit by AI Capex Surge; Microsoft, Meta, Amazon Face Same Scrutiny
Soaring capital expenditures and crumbling free cash flow at Alphabet and Tesla triggered sharp stock declines. As Micro...
Nasdaq Correction Looms as Chip Rout Deepens While Software and Industrials Gain
AI spending fears and Chinese competition pummel semiconductor shares, driving the Nasdaq 100 towards a 10% correction. ...
China's CXMT IPO and AI Spending Fears Deepen Chip Stock Rout
Semiconductor stocks extend losses as Chinese memory maker CXMT's blockbuster debut and doubts over AI data-center retur...
Asian Chip Stocks Tumble as AI Spending Doubts Spark Largest Sell-Off in Months
Shares of semiconductor leaders SK Hynix, Samsung, and TSMC plunged in Asian trading Tuesday, wiping billions in market ...
Global Stocks Rally as Oil Tumbles on US-Iran Truce, Tech Earnings Loom
Equities and bonds surge after oil drops 6% on halt in Middle East strikes, shifting focus to megacap tech results and F...
Hang Seng Eyes August Gains as Nasdaq’s 25,000 Level Becomes Last Line of Defense
The Hang Seng Index recovered two-thirds of its spring losses in July but faces a critical test at 25,000. Meanwhile, th...
TSX Futures Slip as Middle East Fears and AI Spending Surge Rattle Investors
Canadian stock futures edged lower Thursday, pressured by fresh Houthi attacks on Saudi tankers and U.S. tech sell-off a...