Tech industry

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#meta-platforms
Tech industry
fromThe Motley Fool
8 hours ago

Meta's Revenue Growth Is Impressive, but Its AI Budget Is Getting Harder to Ignore | The Motley Fool

Meta Platforms' stock dropped despite strong revenue growth due to rising AI-related costs impacting earnings.
Tech industry
from24/7 Wall St.
3 days ago

Meta Face-Plants on CapEx Worries. Why the Move Doesn't Make Sense

Meta Platforms shows a significant price target disparity, with a current price of $610.34 and a Wall Street target of $855.11.
Tech industry
from24/7 Wall St.
4 days ago

Meta Tumbles 8% on $145 Billion CapEx Bombshell: Are AI Investments Spiraling Out of Control?

Meta Platforms' stock fell 8% due to increased capital expenditure guidance despite strong Q1 earnings.
Tech industry
fromFortune
5 days ago

Meta is spending up to $145 billion this year on AI. When asked about signs of ROI, Zuckerberg said 'that's a very technical question' | Fortune

Meta Platforms is significantly increasing its AI infrastructure spending, raising capex guidance to $125-$145 billion for 2026.
Tech industry
fromAol
5 days ago

Meta beats revenue expectations, boosts capital spending forecast for 2026

Meta Platforms Inc. reported strong earnings growth but increased its capital expenditure forecast for the year.
Tech industry
fromThe Motley Fool
8 hours ago

Meta's Revenue Growth Is Impressive, but Its AI Budget Is Getting Harder to Ignore | The Motley Fool

Meta Platforms' stock dropped despite strong revenue growth due to rising AI-related costs impacting earnings.
Tech industry
from24/7 Wall St.
3 days ago

Meta Face-Plants on CapEx Worries. Why the Move Doesn't Make Sense

Meta Platforms shows a significant price target disparity, with a current price of $610.34 and a Wall Street target of $855.11.
Tech industry
from24/7 Wall St.
4 days ago

Meta Tumbles 8% on $145 Billion CapEx Bombshell: Are AI Investments Spiraling Out of Control?

Meta Platforms' stock fell 8% due to increased capital expenditure guidance despite strong Q1 earnings.
Tech industry
fromFortune
5 days ago

Meta is spending up to $145 billion this year on AI. When asked about signs of ROI, Zuckerberg said 'that's a very technical question' | Fortune

Meta Platforms is significantly increasing its AI infrastructure spending, raising capex guidance to $125-$145 billion for 2026.
Tech industry
fromAol
5 days ago

Meta beats revenue expectations, boosts capital spending forecast for 2026

Meta Platforms Inc. reported strong earnings growth but increased its capital expenditure forecast for the year.
fromTheregister
2 hours ago

Microsoft to stop reservations for 17 Azure VMs, kill 13

Microsoft will stop taking orders for one-year reservations for 13 instance types, meaning it won't be possible to book a server for a year. Microsoft will retire these instance types in May and November 2028.
Tech industry
Tech industry
fromYahoo News
3 days ago

What Silicon Valley layoffs hide about the future of the job market

Tech giants are cutting jobs while investing heavily in AI, raising questions about efficiency and future workforce needs.
#twilio
Tech industry
fromFortune
21 hours ago

How Twilio CEO Khozema Shipchandler is turning the company around and beating SaaSpocalypse fears | Fortune

Twilio CEO Khozema Shipchandler improved company focus and integration, leading to a 25% stock increase after robust Q1 earnings.
Tech industry
fromTNW | Finance
3 days ago

Twilio's Q1 voice AI surge sends shares 18% higher

Twilio's Q1 revenue of $1.41 billion grew 20% year on year, driven by AI demand, leading to an increased full-year growth forecast.
Tech industry
fromFortune
21 hours ago

How Twilio CEO Khozema Shipchandler is turning the company around and beating SaaSpocalypse fears | Fortune

Twilio CEO Khozema Shipchandler improved company focus and integration, leading to a 25% stock increase after robust Q1 earnings.
Tech industry
fromTNW | Finance
3 days ago

Twilio's Q1 voice AI surge sends shares 18% higher

Twilio's Q1 revenue of $1.41 billion grew 20% year on year, driven by AI demand, leading to an increased full-year growth forecast.
#nvidia
Tech industry
from24/7 Wall St.
17 hours ago

While NVDA Dominates Headlines, Here's Where the Real AI Economics Are Hiding

NVIDIA's stock dominance contrasts with the cyclical nature of semiconductor revenue, highlighting the stronger economic position of software and cloud sectors.
Tech industry
from24/7 Wall St.
2 days ago

NVIDIA's New QuantumAI Models Are Impressive - and the Market Doesn't Seem Ready to Price the StepChange

Nvidia is investing in quantum computing despite current market uncertainties, positioning itself for future growth beyond traditional technologies.
Tech industry
from24/7 Wall St.
4 days ago

Did Nvidia Just Deliver a Breakout Fake-Out? Why DipBuyers Should Welcome a Dip

Nvidia shares have dipped significantly, raising concerns about its position as the world's largest company amid Alphabet's rapid growth.
Tech industry
from24/7 Wall St.
3 days ago

Got 1,000 To Invest? Nvidia vs AMD- Only One Deserves Your Money

NVIDIA and AMD reported strong Q4 earnings, but their business models and market strategies differ significantly.
Tech industry
from24/7 Wall St.
4 days ago

NVIDIA Falls 4% on Rotation Concerns: How Strong Profitability Could Save the Bull Case

NVIDIA shares are down 4% amid rotation chatter despite a strong year-to-date performance and impressive fundamentals.
Tech industry
fromwww.businessinsider.com
4 days ago

Nvidia's $4.9 trillion chip empire has a new problem: its biggest customers

Google and Amazon are planning to sell their own custom AI chips, posing a potential threat to Nvidia's dominance in the market.
Tech industry
from24/7 Wall St.
17 hours ago

While NVDA Dominates Headlines, Here's Where the Real AI Economics Are Hiding

NVIDIA's stock dominance contrasts with the cyclical nature of semiconductor revenue, highlighting the stronger economic position of software and cloud sectors.
Tech industry
from24/7 Wall St.
2 days ago

NVIDIA's New QuantumAI Models Are Impressive - and the Market Doesn't Seem Ready to Price the StepChange

Nvidia is investing in quantum computing despite current market uncertainties, positioning itself for future growth beyond traditional technologies.
Tech industry
from24/7 Wall St.
4 days ago

Did Nvidia Just Deliver a Breakout Fake-Out? Why DipBuyers Should Welcome a Dip

Nvidia shares have dipped significantly, raising concerns about its position as the world's largest company amid Alphabet's rapid growth.
Tech industry
from24/7 Wall St.
3 days ago

Got 1,000 To Invest? Nvidia vs AMD- Only One Deserves Your Money

NVIDIA and AMD reported strong Q4 earnings, but their business models and market strategies differ significantly.
Tech industry
from24/7 Wall St.
4 days ago

NVIDIA Falls 4% on Rotation Concerns: How Strong Profitability Could Save the Bull Case

NVIDIA shares are down 4% amid rotation chatter despite a strong year-to-date performance and impressive fundamentals.
Tech industry
fromwww.businessinsider.com
4 days ago

Nvidia's $4.9 trillion chip empire has a new problem: its biggest customers

Google and Amazon are planning to sell their own custom AI chips, posing a potential threat to Nvidia's dominance in the market.
#amd
Tech industry
from24/7 Wall St.
15 hours ago

AMD Sinks 6% Despite a Holding Pattern in Intel and NVIDIA: The Selective AI Chip Trade Is Here

AMD shares fell 6% after HSBC downgraded the stock from Buy to Hold, citing valuation concerns ahead of Q1 2026 results.
Tech industry
from24/7 Wall St.
16 hours ago

AMD Will Be a $1 Trillion Company Faster Than You Think

AMD's growth is driven by data center revenue, earnings inflection, and a strong balance sheet, reinforcing a bullish outlook heading into 2026.
Tech industry
from24/7 Wall St.
15 hours ago

AMD Sinks 6% Despite a Holding Pattern in Intel and NVIDIA: The Selective AI Chip Trade Is Here

AMD shares fell 6% after HSBC downgraded the stock from Buy to Hold, citing valuation concerns ahead of Q1 2026 results.
Tech industry
from24/7 Wall St.
16 hours ago

AMD Will Be a $1 Trillion Company Faster Than You Think

AMD's growth is driven by data center revenue, earnings inflection, and a strong balance sheet, reinforcing a bullish outlook heading into 2026.
Tech industry
from24/7 Wall St.
17 hours ago

Skip the SoundHound Hype - These Three Titans Own the AI Infrastructure Layer That Actually Matters

SoundHound AI's recent stock surge is driven by speculative trading, but lacks profitability and long-term stability compared to established AI infrastructure companies.
#micron-technology
Tech industry
from24/7 Wall St.
16 hours ago

Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?

Micron Technology's stock has surged 103% YTD in 2026, driven by AI demand and a significant revenue increase.
Tech industry
from24/7 Wall St.
2 days ago

The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine

Micron Technology has transformed from a cyclical memory maker to a high-margin player, benefiting significantly from the demand for high-bandwidth memory in AI.
Tech industry
from24/7 Wall St.
16 hours ago

Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?

Micron Technology's stock has surged 103% YTD in 2026, driven by AI demand and a significant revenue increase.
Tech industry
from24/7 Wall St.
2 days ago

The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine

Micron Technology has transformed from a cyclical memory maker to a high-margin player, benefiting significantly from the demand for high-bandwidth memory in AI.
Tech industry
from24/7 Wall St.
10 hours ago

Bernstein Analyst: AI Agents Drive Chip Demand 'Off the Charts,' Supply Can't Keep Up

The focus should be on scaling chip production to meet AI demand, rather than market share competition.
Tech industry
fromTNW | Business
22 hours ago

SK Hynix jumps 12% as Big Tech doubles down on AI memory

SK Hynix's rise in value is driven by increased demand for high-bandwidth memory amid significant capital expenditure from major tech companies.
#qualcomm
Tech industry
from24/7 Wall St.
12 hours ago

Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April

Qualcomm's stock surged 39.45% in April 2026, outperforming competitors and signaling a market preference for AI design over manufacturing.
Tech industry
fromTheregister
4 days ago

Qualcomm teases agentic CPUs and smartphones

Qualcomm is entering the custom hyperscale silicon market, focusing on data center CPUs and AI accelerators for leading hyperscalers.
Tech industry
from24/7 Wall St.
12 hours ago

Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April

Qualcomm's stock surged 39.45% in April 2026, outperforming competitors and signaling a market preference for AI design over manufacturing.
Tech industry
fromTheregister
4 days ago

Qualcomm teases agentic CPUs and smartphones

Qualcomm is entering the custom hyperscale silicon market, focusing on data center CPUs and AI accelerators for leading hyperscalers.
Tech industry
from24/7 Wall St.
17 hours ago

Chip Stocks Soared 70%+ in April. Have They Gone Too Far?

Semiconductor stocks surged in April, driven by strong earnings and hyperscaler spending, but concerns about overextension and competition remain.
#microsoft
Tech industry
from24/7 Wall St.
4 days ago

Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried

Microsoft shares fell 5% despite strong Q3 earnings due to concerns over a $190 billion AI capital expenditure pledge for 2026.
Tech industry
from24/7 Wall St.
4 days ago

Wall Street Splits on Microsoft After Earnings: Is the Azure Acceleration Worth the CapEx?

Wall Street is divided on Microsoft's stock outlook following its fiscal Q3 2026 report, with differing price targets from Barclays and Wells Fargo.
Tech industry
fromTheregister
4 days ago

Microsoft boss says company is working to 'win back fans'

Microsoft aims to regain customer trust due to dissatisfaction with Windows quality and stability.
Tech industry
fromTheregister
1 day ago

Microsoft promises to do better, but it has a long way to go

Microsoft has faced significant backlash from users due to poor decisions and buggy updates.
Tech industry
from24/7 Wall St.
4 days ago

The Incredible Number Hiding in Microsoft's Earnings Report

Microsoft's fiscal Q3 2026 report shows strong growth metrics but a significant capex bill led to a 5.26% stock decline.
Tech industry
from24/7 Wall St.
4 days ago

Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried

Microsoft shares fell 5% despite strong Q3 earnings due to concerns over a $190 billion AI capital expenditure pledge for 2026.
Tech industry
from24/7 Wall St.
4 days ago

Wall Street Splits on Microsoft After Earnings: Is the Azure Acceleration Worth the CapEx?

Wall Street is divided on Microsoft's stock outlook following its fiscal Q3 2026 report, with differing price targets from Barclays and Wells Fargo.
Tech industry
fromTheregister
4 days ago

Microsoft boss says company is working to 'win back fans'

Microsoft aims to regain customer trust due to dissatisfaction with Windows quality and stability.
#elon-musk
Tech industry
fromwww.theguardian.com
9 hours ago

Elon Musk settles SEC lawsuit over Twitter purchase and agrees to pay $1.5m fine

Elon Musk settled a SEC lawsuit over delayed stock disclosures, paying a $1.5m penalty without admitting wrongdoing.
fromEngadget
9 hours ago
Tech industry

Elon Musk settles with the SEC for $1.5 million after years-long dispute over his Twitter investment - Engadget

Tech industry
fromwww.theguardian.com
9 hours ago

Elon Musk settles SEC lawsuit over Twitter purchase and agrees to pay $1.5m fine

Elon Musk settled a SEC lawsuit over delayed stock disclosures, paying a $1.5m penalty without admitting wrongdoing.
fromEngadget
9 hours ago
Tech industry

Elon Musk settles with the SEC for $1.5 million after years-long dispute over his Twitter investment - Engadget

fromwww.businessinsider.com
1 day ago

GameStop's CEO unleashed a flood of good memes with his eBay offer

GameStop's CEO Ryan Cohen made an unsolicited offer to buy eBay for about $56 billion, stating, 'EBay should be worth and will be worth a lot more money.'
Tech industry
fromTelecompetitor
13 hours ago

WOW! announces fiber expansion in East Central Michigan

"Fiber and broadband internet are the gold standards for affordable connectivity. Other technologies can suffer from interference due to physical conditions, weather or congestion during heavy use. Our fiber and broadband services deliver a consistent online experience with superfast speeds, keeping our customers connected to what matters most to them."
Tech industry
Tech industry
fromSpyglass
1 day ago

The Age of the "Super App" - Again and Again and Again

Companies often attempt to create 'super apps' by consolidating multiple services, but success has been elusive, as seen with Meta and Elon Musk's X.
#ai
Tech industry
from24/7 Wall St.
1 day ago

The $700 Billion Spending Cycle That Will Define AIQ's Next 12 Months

AIQ ETF offers diversified exposure to AI investments, tracking 95 equity positions and showing significant growth in net assets and performance.
Tech industry
fromTNW | Artificial-Intelligence
3 days ago

Internet Explorer creator Thomas Reardon raises $500M for Flourish, a brain-inspired AI efficiency startup valued at $2.5B

Thomas Reardon is raising $500 million for Flourish, aiming to create energy-efficient AI architectures inspired by the human brain.
Tech industry
fromTechzine Global
5 days ago

Quarterly results: hyperscalers impress, despite sky-high AI spending

AI-driven growth in cloud revenue is significantly benefiting major U.S. hyperscalers like Alphabet, Amazon, and Microsoft.
Tech industry
from24/7 Wall St.
1 day ago

The $700 Billion Spending Cycle That Will Define AIQ's Next 12 Months

AIQ ETF offers diversified exposure to AI investments, tracking 95 equity positions and showing significant growth in net assets and performance.
Tech industry
fromTNW | Artificial-Intelligence
3 days ago

Internet Explorer creator Thomas Reardon raises $500M for Flourish, a brain-inspired AI efficiency startup valued at $2.5B

Thomas Reardon is raising $500 million for Flourish, aiming to create energy-efficient AI architectures inspired by the human brain.
Tech industry
fromTechzine Global
5 days ago

Quarterly results: hyperscalers impress, despite sky-high AI spending

AI-driven growth in cloud revenue is significantly benefiting major U.S. hyperscalers like Alphabet, Amazon, and Microsoft.
Tech industry
from24/7 Wall St.
1 day ago

Data Center Expert Warns Gigawatt-Scale AI Buildouts Could Trigger Rolling Blackouts

Data centers' reliance on the grid poses risks, as seen in Virginia's near-miss incident that nearly caused rolling blackouts.
Tech industry
fromDreamer Technoland
21 hours ago

Custom Software Development Company in Australia - Dreamer Technoland

As a custom software development company in Australia, we help you create solutions that are not only powerful and scalable, but also aligned with local compliance standards.
#alphabet
Tech industry
fromTNW | Google
2 days ago

Alphabet closes in on Nvidia as world's most valuable company after Q1 earnings beat across cloud, search, and AI

Alphabet's market capitalization surpassed $4.6 trillion after strong Q1 2026 earnings, with Google Cloud revenue growing 63% and search queries at an all-time high.
Tech industry
fromFinbold
2 days ago

Google just under $200 billion from overtaking Nvidia as world's largest company

Alphabet is narrowing the valuation gap with Nvidia, driven by strong earnings and AI integration.
Tech industry
from24/7 Wall St.
3 days ago

Meta, Microsoft, or Alphabet: Which Magnificent 7 Stock Dominated in April?

Alphabet outperformed Microsoft and Meta in April due to strong ROI visibility and cloud growth.
Tech industry
from24/7 Wall St.
3 days ago

Forget MSFT: Google Search Revenue is Up 19% Despite 'Nearly Monopoly-Like Market Share'

Alphabet's revenue and profit growth defies concerns about Google Search's market dominance, while Microsoft faces challenges despite solid earnings.
Tech industry
from24/7 Wall St.
4 days ago

Wall Street Lifts Alphabet Price Targets After Cloud's 63% Growth: Is the AI Stack Story Just Getting Started?

Alphabet's Q1 2026 report shows significant growth in Google Cloud revenue, prompting multiple price target increases from analysts.
Tech industry
from24/7 Wall St.
4 days ago

AI Was Supposed to Kill Google Search -- Instead It Reignited Growth

Alphabet's Q1 FY2026 results exceeded expectations, with significant growth in Search revenue and overall financial performance.
Tech industry
fromTNW | Google
2 days ago

Alphabet closes in on Nvidia as world's most valuable company after Q1 earnings beat across cloud, search, and AI

Alphabet's market capitalization surpassed $4.6 trillion after strong Q1 2026 earnings, with Google Cloud revenue growing 63% and search queries at an all-time high.
Tech industry
fromFinbold
2 days ago

Google just under $200 billion from overtaking Nvidia as world's largest company

Alphabet is narrowing the valuation gap with Nvidia, driven by strong earnings and AI integration.
Tech industry
from24/7 Wall St.
3 days ago

Meta, Microsoft, or Alphabet: Which Magnificent 7 Stock Dominated in April?

Alphabet outperformed Microsoft and Meta in April due to strong ROI visibility and cloud growth.
Tech industry
from24/7 Wall St.
3 days ago

Forget MSFT: Google Search Revenue is Up 19% Despite 'Nearly Monopoly-Like Market Share'

Alphabet's revenue and profit growth defies concerns about Google Search's market dominance, while Microsoft faces challenges despite solid earnings.
Tech industry
from24/7 Wall St.
4 days ago

Wall Street Lifts Alphabet Price Targets After Cloud's 63% Growth: Is the AI Stack Story Just Getting Started?

Alphabet's Q1 2026 report shows significant growth in Google Cloud revenue, prompting multiple price target increases from analysts.
Tech industry
from24/7 Wall St.
4 days ago

AI Was Supposed to Kill Google Search -- Instead It Reignited Growth

Alphabet's Q1 FY2026 results exceeded expectations, with significant growth in Search revenue and overall financial performance.
Tech industry
fromTNW | Finance
3 days ago

Oracle stock falls 50% despite Wall Street buy consensus as $300B OpenAI deal fuels concentration fears

Oracle's stock has dropped 50% despite strong analyst ratings due to concerns over its $300 billion deal with OpenAI.
#ai-infrastructure
Tech industry
from24/7 Wall St.
3 days ago

The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here's the Stock That Profits Most

Wall Street is now focusing on power consumption and AI infrastructure spending rather than just quarterly cloud growth.
from24/7 Wall St.
3 days ago
Tech industry

ARM, Marvell, or Vertiv: Which AI Infrastructure Stock Crushed It in April?

Marvell Technology led AI infrastructure stocks in April 2026 with a 67% gain, driven by custom silicon programs and strong market sentiment.
Tech industry
from24/7 Wall St.
3 days ago

The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here's the Stock That Profits Most

Wall Street is now focusing on power consumption and AI infrastructure spending rather than just quarterly cloud growth.
Tech industry
from24/7 Wall St.
3 days ago

ARM, Marvell, or Vertiv: Which AI Infrastructure Stock Crushed It in April?

Marvell Technology led AI infrastructure stocks in April 2026 with a 67% gain, driven by custom silicon programs and strong market sentiment.
#meta
Tech industry
fromFast Company
3 days ago

Mark Zuckerberg says AI spending and war drove Meta layoffs

Meta will lay off 10% of its workforce, approximately 8,000 employees, due to increased spending on data center and AI infrastructure.
fromFortune
3 days ago
Tech industry

Meta wants to spend more even after it lost $80 billion on the Metaverse and over 20 million users | Fortune

Tech industry
fromFast Company
3 days ago

Mark Zuckerberg says AI spending and war drove Meta layoffs

Meta will lay off 10% of its workforce, approximately 8,000 employees, due to increased spending on data center and AI infrastructure.
Tech industry
fromTNW | Meta
3 days ago

Zuckerberg tells Meta employees the layoffs are about capex, not AI productivity

Meta's CEO confirmed layoffs are linked to increased AI infrastructure costs, indicating a trade-off between workforce size and investment in technology.
Tech industry
fromFortune
3 days ago

Meta wants to spend more even after it lost $80 billion on the Metaverse and over 20 million users | Fortune

Meta's stock fell nearly 9% despite strong earnings due to user loss and increased AI spending.
Tech industry
fromComputerWeekly.com
4 days ago

Meta ramps up AI spend as it pushes advanced models | Computer Weekly

Meta is investing heavily in technology infrastructure and AI model development, forecasting significant revenue growth and increased capital expenditures.
Tech industry
fromFast Company
3 days ago

Big Tech capex ranked: What Alphabet, Amazon, Apple, Meta, and Microsoft are spending as AI investment surges

Capital expenditures at major tech companies are soaring, driven by significant investments in artificial intelligence.
#google
Tech industry
fromFast Company
4 days ago

Why Wall Street is punishing Meta but rewarding Google today

Google's strong Q1 results reflect confidence in its AI strategy, with record revenue and significant growth in its cloud business.
Tech industry
fromFast Company
4 days ago

Why Wall Street is punishing Meta but rewarding Google today

Google's strong Q1 results reflect confidence in its AI strategy, with record revenue and significant growth in its cloud business.
Tech industry
from24/7 Wall St.
3 days ago

Hyperscalers Hit $700 Billion in 2026 AI Spending Plans

Hyperscalers' total spending for 2026 has surpassed $700 billion, driving demand for chips and tech equipment.
#amazon
Tech industry
from24/7 Wall St.
3 days ago

Amazon vs. Microsoft and the Great AI Capex Divergence

Amazon's capital expenditures surged, impacting cash flow, while Microsoft reduced spending amid concerns over its AI partnership.
Tech industry
from24/7 Wall St.
4 days ago

Amazon vs. Meta: Which Stock Will Win Over the Next Decade?

Amazon and Meta reported contrasting Q1 2026 results, highlighting divergent strategies in the AI landscape.
Tech industry
fromwww.businessinsider.com
5 days ago

Amazon the chip company? Tech giant says it may sell AI chips as a product, not just a cloud service

Amazon plans to sell Trainium AI chips to external customers within two years, increasing competition with Nvidia.
Tech industry
fromFortune
4 days ago

Amazon's cloud sales are growing the most in 15 quarters. Investors sent the stock down on AI capex fears | Fortune

Amazon reported strong profit and sales growth in Q1, driven by a 28% increase in its cloud computing unit.
Tech industry
fromTheregister
5 days ago

Amazon's chips become a $20B business

Amazon's semiconductor business is now a top three datacenter chip provider, with a potential $50 billion annual revenue run rate.
Tech industry
from24/7 Wall St.
3 days ago

Amazon vs. Microsoft and the Great AI Capex Divergence

Amazon's capital expenditures surged, impacting cash flow, while Microsoft reduced spending amid concerns over its AI partnership.
Tech industry
from24/7 Wall St.
4 days ago

Amazon vs. Meta: Which Stock Will Win Over the Next Decade?

Amazon and Meta reported contrasting Q1 2026 results, highlighting divergent strategies in the AI landscape.
Tech industry
fromwww.businessinsider.com
5 days ago

Amazon the chip company? Tech giant says it may sell AI chips as a product, not just a cloud service

Amazon plans to sell Trainium AI chips to external customers within two years, increasing competition with Nvidia.
Tech industry
fromFortune
4 days ago

Amazon's cloud sales are growing the most in 15 quarters. Investors sent the stock down on AI capex fears | Fortune

Amazon reported strong profit and sales growth in Q1, driven by a 28% increase in its cloud computing unit.
Tech industry
fromTheregister
5 days ago

Amazon's chips become a $20B business

Amazon's semiconductor business is now a top three datacenter chip provider, with a potential $50 billion annual revenue run rate.
#nasdaq-composite
Tech industry
from24/7 Wall St.
3 days ago

Live Nasdaq Composite: Tech Stocks Recapture Momentum in Swift Upward Swing

The Nasdaq Composite posted a 15% gain in April, with Apple and SanDisk driving market momentum through strong earnings reports.
Tech industry
from24/7 Wall St.
3 days ago

Nasdaq Composite Takes Off as Tech Bulls Retake Control on Strong Earnings, M&A

The Nasdaq Composite is experiencing significant momentum, driven by strong tech earnings from Apple and SanDisk.
Tech industry
from24/7 Wall St.
4 days ago

Nasdaq Composite Turns Corner as Tech Earnings and Strong GDP Take the Wheel

The Nasdaq Composite rose due to strong tech earnings, a surprising GDP growth, and a decline in crude oil prices.
Tech industry
from24/7 Wall St.
4 days ago

Live Nasdaq Composite: Tech Earnings, Firmer GDP Buoy Sentiment but AI Capex Spooks

The Nasdaq Composite shows volatility amid mixed economic signals and strong performances from major tech companies.
Tech industry
from24/7 Wall St.
3 days ago

Live Nasdaq Composite: Tech Stocks Recapture Momentum in Swift Upward Swing

The Nasdaq Composite posted a 15% gain in April, with Apple and SanDisk driving market momentum through strong earnings reports.
Tech industry
from24/7 Wall St.
3 days ago

Nasdaq Composite Takes Off as Tech Bulls Retake Control on Strong Earnings, M&A

The Nasdaq Composite is experiencing significant momentum, driven by strong tech earnings from Apple and SanDisk.
Tech industry
from24/7 Wall St.
4 days ago

Nasdaq Composite Turns Corner as Tech Earnings and Strong GDP Take the Wheel

The Nasdaq Composite rose due to strong tech earnings, a surprising GDP growth, and a decline in crude oil prices.
Tech industry
from24/7 Wall St.
4 days ago

Live Nasdaq Composite: Tech Earnings, Firmer GDP Buoy Sentiment but AI Capex Spooks

The Nasdaq Composite shows volatility amid mixed economic signals and strong performances from major tech companies.
Tech industry
from24/7 Wall St.
3 days ago

Dell, Super Micro, or HPE: Which AI Server Stock Crushed It in April?

Dell Technologies leads AI server hardware stocks with a 28% increase in April, outperforming HPE and Super Micro Computer.
#alphabet-inc
Tech industry
fromHoodline
4 days ago

Google Parent Rakes In $62.6B As Bay Area AI Cloud Machine Roars

Alphabet Inc. reported $62.6 billion in net income for Q1 2026, driven by AI cloud business and strong search ad sales.
Tech industry
fromFortune
4 days ago

Google shares hit all-time high on blowout earnings, market cap doubles to $4.4 trillion in just a year | Fortune

Alphabet Inc. reported an 81% increase in earnings, driven by AI investments, leading to a market value rise to $4.4 trillion.
Tech industry
fromHoodline
4 days ago

Google Parent Rakes In $62.6B As Bay Area AI Cloud Machine Roars

Alphabet Inc. reported $62.6 billion in net income for Q1 2026, driven by AI cloud business and strong search ad sales.
Tech industry
fromFortune
4 days ago

Google shares hit all-time high on blowout earnings, market cap doubles to $4.4 trillion in just a year | Fortune

Alphabet Inc. reported an 81% increase in earnings, driven by AI investments, leading to a market value rise to $4.4 trillion.
Tech industry
fromArs Technica
3 days ago

The RAMpocalypse has bought Microsoft valuable time in the fight against SteamOS

Valve's SteamOS has increased Linux's gaming share, challenging Windows' dominance in PC gaming.
Tech industry
fromwww.businessinsider.com
3 days ago

What SaaSpocalypse? Atlassian, Twilio, and Five9 stocks soar as their AI moves deliver earnings beats

SaaS companies Atlassian, Twilio, and Five9 reported strong earnings, boosting their share prices despite ongoing fears of a SaaSpocalypse.
#fujitsu
Tech industry
fromTheregister
4 days ago

Fujitsu says quantum and AI will replace mainframes in 2035

Fujitsu will end its mainframe business by 2035, focusing on AI and quantum computing for future growth.
Tech industry
fromTechzine Global
3 days ago

AI and quantum computing as Fujitsu's new backbone

Fujitsu envisions AI and quantum computing as central to digital infrastructure by 2035, transforming operations and decision-making processes.
Tech industry
fromTheregister
4 days ago

Fujitsu says quantum and AI will replace mainframes in 2035

Fujitsu will end its mainframe business by 2035, focusing on AI and quantum computing for future growth.
Tech industry
fromTechzine Global
3 days ago

AI and quantum computing as Fujitsu's new backbone

Fujitsu envisions AI and quantum computing as central to digital infrastructure by 2035, transforming operations and decision-making processes.
Tech industry
from24/7 Wall St.
4 days ago

Brent Crude Spikes to $117 on Iran Military Option Reports

Brent crude oil prices surged due to geopolitical tensions, impacting various sectors including upstream producers and refiners.
fromTheregister
3 days ago

First big Microsoft update after vow to 'win back fans'

This update improves the reliability of relevant explorer.exe processes so they stop after closing File Explorer windows. General Reliability fixes bring underlying changes to help improve explorer.exe reliability, including at sign-in and when interacting with taskbar menus.
Tech industry
Tech industry
fromFortune
4 days ago

Big Tech is about to spend $700 billion on AI this year. No one knows where the buildout ends. | Fortune

Big Tech's AI spending is projected to exceed $700 billion this year, driven by demand for infrastructure and computing power.
Tech industry
fromFortune
5 days ago

Microsoft, Meta, and Google just announced billions more in AI spending. Only Google convinced investors it's paying off. | Fortune

Alphabet, Meta, and Microsoft are increasing AI investments, impacting stock prices differently, with Alphabet's stock rising significantly.
#google-cloud
Tech industry
fromTNW | Finance
4 days ago

Q1 2026 Big Tech earnings: $650 billion in AI capex and compute constraints

Google Cloud and AWS reported significant growth, while Meta's capex increase led to a drop in shares amid concerns over AI investment returns.
Tech industry
fromTNW | Finance
4 days ago

Q1 2026 Big Tech earnings: $650 billion in AI capex and compute constraints

Google Cloud and AWS reported significant growth, while Meta's capex increase led to a drop in shares amid concerns over AI investment returns.
Tech industry
fromTheregister
5 days ago

Google to sell its TPUs to some customers

Google Cloud will sell custom tensor processing units to select customers to diversify revenue and meet growing demand from various sectors.
Tech industry
fromwww.theguardian.com
5 days ago

Tech giants' results show rosy outlook for AI boom and US stock market

Positive financial results from major tech companies indicate resilience in the stock market amid AI bubble concerns.
Tech industry
from24/7 Wall St.
4 days ago

Forget STX's 13% Pop - Alphabet Is Where AI Infrastructure Investors Should Actually Be

Seagate's stock surged 13% after a strong earnings report, but its high valuation and market dynamics suggest caution for new investors.
Tech industry
fromeuronews
5 days ago

Google parent Alphabet profit jumps 81% amid Big Tech earnings results

Strong quarterly results from major tech companies are driven by growth in artificial intelligence and cloud computing.
Tech industry
fromTheregister
4 days ago

AWS says server memory shortage pushing customers to cloud

The memory shortage is accelerating enterprises' migration to cloud services due to insufficient on-prem compute resources.
Tech industry
from24/7 Wall St.
4 days ago

Super Micro Computer Climbs 25% in April: 3 Reasons SMCI Is the Tech Sector's Comeback Kid

Super Micro Computer's stock is rebounding due to strong AI server demand and a diverse customer base despite recent challenges.
Tech industry
fromComputerWeekly.com
4 days ago

Microsoft explains value of E7 usage-based pricing | Computer Weekly

Microsoft is shifting to a value-based software licensing model with the Microsoft 365 E7 license, emphasizing user-based and consumption-based pricing.
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