30 results for “Technology”
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.
The S&P 500 starts election week at 7,580.07. Three catalysts in five days — the vote, the Fed, payrolls — decide if the 14.5% post-midterm pattern pays out.
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.
AI chip export controls entered a new phase in 2026. This guide explains the licensing regime, who is affected, and what compliance teams should do before year-end.
AI customs clearance is moving from pilot projects to everyday practice in 2026. This guide explains how automated border processing works and what traders should do now.
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.
The semiconductor industry's unified optimism has fractured as AI executives publicly call for a pause, triggering a market selloff that raises questions about valuations and industry momentum.
Alphabet's stock formation signals caution, but the AI growth story remains central to its long-term prospects.
Intel's latest warning of significant cash burn this year intensifies pressure on its foundry strategy, raising questions about its turnaround timeline and customer prospects.