#Big Tech
articles
Big Tech's AI Stake Gains Are Now 42% of Mag7 Profits — and a Market Risk
Alphabet and Amazon leaned on mark-to-market gains from SpaceX and Anthropic for most of their quarterly profit, exposin...
Big Tech's AI Borrowing Wave Is Lifting Credit Risk for Safe Non-Tech Companies
BNP Paribas warns that heavy debt issuance by AI hyperscalers is forcing high-grade issuers such as LVMH, Sanofi and BAE...
Appeals Court Clears Thousands of Youth-Addiction Suits Against Meta, Google, TikTok and Snap
The 9th Circuit rejected Meta’s and TikTok’s early appeal, ruling Section 230 is a trial defense, not a shield from desi...
Microsoft's AI Discipline Spurs Record Share Jump, Quelling Capex Fears
A late-July earnings call showed Microsoft can pour billions into AI infrastructure while preserving cash flow, erasing ...
Inside AI's Circular Financing: How Nvidia's $250bn OpenAI Deal Creates Systemic Risk
Big Tech's interconnected AI investments are fueling innovation, but the circular flow of capital between chipmakers, cl...
AI’s Jobs Riddle Deepens as Layoffs, Growth Studies, and CEO U-Turns Collide
Big Tech firms shed thousands while studies show AI adopters can grow headcount. Economists demand policy action as the ...
Big Tech's Q2 Ad Dominance and the Private Equity Push Into Ad Tech
Meta and Amazon outgrew Google in Q2 advertising; Wall Street frowned on AI capex, and private equity is circling under-...
Amazon Crosses $3 Trillion Market Value as Cloud Growth Answers AI Skeptics
Amazon became the fifth company ever to top $3 trillion in market value after quarterly results showed its cloud busines...
AI Capex Splurge Burns Billions in Big Tech Cash — and Investors Are Buying In
Alphabet and Amazon posted negative free cash flow as AI infrastructure spending surged, yet double-digit cloud growth h...
Big Tech's AI infrastructure spending surges past $1 trillion, cash flow hits decade low
Combined capex by Google, Amazon, Microsoft and Meta has reached $1.1 trillion since 2023, with $745 billion planned thi...
How Big Tech's AI-Fuelled Bond Splurge Is Exposing Investors to a Concentrated Risk
Amazon, Google, Meta and Microsoft now issue nearly 30% of US investment-grade bonds, and their share of the credit mark...
AWS Smashes Q2 Estimates as AI Demand Fuels 37% Revenue Surge
Amazon shares jump 6% after hours as cloud unit’s blowout quarter signals AI investments are beginning to pay off, easin...
Meta Reveals $279 Billion in Future Data Center Leases as AI Buildout Accelerates
Meta disclosed $278.99 billion in new lease obligations for AI data centers, a 53% jump from last quarter, signalling an...
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...
Google Hit with €890M EU Fine, in 'Constructive' Talks to Avoid More Penalties
The EU fined Google €890 million for anti-competitive practices under the Digital Markets Act, but regulators noted 'sub...