
Big Tech's $800 Billion AI Bet Meets a Market in Retreat
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.
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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 Fed rate decision for November 2026 lands Wednesday: a third straight hold at 3.75%-4.00% looks likely. Here is what could change the outcome.

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.

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.

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.

Nvidia chief executive Jensen Huang has been caught up in a reported Chinese spy probe, per Investing.com, and AI stocks slid on the news — a jolt that pushes the chip war from commerce into personal and legal territory.

Small-cap stocks are increasingly catching investor attention as potential beneficiaries of shifting market dynamics, with valuation gaps and earnings leverage positioning them for potential outperformance against large-cap peers.

The stability of a company often hinges on its leadership transition strategy, yet many investors overlook this critical governance factor until it's too late.

Family businesses demonstrate remarkable resilience and performance in emerging economies, leveraging their unique advantages of long-term vision and stable leadership.

Semiconductors have evolved from mere components to critical geopolitical assets, driving nations to prioritize domestic production capabilities and technological sovereignty.