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Tech Selloff Deepens After Alphabet Details $175–$185 Billion AI Capex for 2026

Doubts over quick AI payoffs are driving a rotation toward cheaper, cyclical stocks.

Alphabet Tops $4 Trillion After Reported Apple Deal Puts Gemini Inside iPhones

Microsoft Rebuts AI Sales-Target Report as Market Reassesses Generative-AI Demand

Amazon Pledges Up to $50 Billion to Build AI Supercomputing for U.S. Agencies

OpenAI Signs Seven-Year, $38 Billion AWS Deal for Nvidia-Powered AI Compute

Amazon Shares Hit Record After Q3 Beat as AWS Reaccelerates on AI Demand

AWS Puts $11 Billion Rainier AI Supercluster Online in Indiana

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion