Kevin Warsh will face a vastly different economic and financial environment as Federal Reserve chair than his immediate predecessors. Higher inflation and bond yields are likely, given unremitting ...

Their recent spending commitments are nothing short of staggering. After capital spending of $91.5 billion in 2025, Alphabet plans to spend $175 billion to $185 billion in 2026. The guidance from ...

A sell-off in the AI-related sector hit the stock today, but there's reason to believe the market is overreacting. To be clear, AMD's guidance implies 32% year-over-year growth, but the market focused ...

A sharp pullback in megacap tech has created what Wedbush calls an opportunity to focus on the structural winners of the AI buildout: Microsoft and Alphabet. In an industry note, the broker argues ...

Alphabet has launched a historic debt-fuelled capital expenditure programme Investors will get a clearer read this week on whether Big Tech’s vast AI spending is turning into real returns, as Alphabet ...

Snap Inc. reports fourth-quarter earnings after the market close Wednesday, with investors focused on whether the social media company can sustain its narrowing losses while funding an ambitious push ...

Microsoft’s (NASDAQ:MSFT) latest results underline a growing tension in the AI-led market narrative, where headline profitability is no longer enough to carry investor confidence if infrastructure ...

Japanese Prime Minister Sanae Takaichi’s landslide election win saw a largely positive initial response from investors. But they remain wary of another market meltdown over her expansive spending ...

Alphabet (GOOGL, GOOG) stock fell as much as 5% early Thursday as the tech giant's spending plans blew past forecasts, leaving investors questioning the scale and sustainability of Big Tech's ...

President Donald Trump signed into law a $1.2 trillion spending package Tuesday, ending a four-day-old partial government shutdown despite a lingering battle over immigration enforcement policies. The ...