7 results for “Microsoft”
Five hyperscalers have committed $800.6 billion to AI spending in 2027. After Friday's $1 trillion tech wipeout, investors want to know who pays for it.
Meta is in talks to spend billions on Google TPUs — the report that knocked Nvidia down 2.2% and cracked open the question of AI chip pricing power.
Amazon's Q3 2026 earnings: AWS growth was the fastest in five years, yet the AI capital spending reaction sank the stock. Capex is now the market's metric.
The Nasdaq fell about 3% on October 30, 2026 — its worst day since June — as Amazon and Intel results deepened doubts about AI spending on Wall Street.
Amazon's commitment to heavy AI investments and Intel's cash burn warning trigger a broad market selloff, highlighting the growing tension between tech giants' capital expenditures and shareholder returns.
Despite AWS growth accelerating to a five-year high, investors punished Amazon for its massive capital expenditures on AI infrastructure, revealing a market tension between growth ambitions and returns.
European courts uphold a €4.1 billion fine against Google for Android antitrust violations, while the FTC reportedly advances a broad probe into Microsoft, signaling renewed global scrutiny of Big Tech.