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Artificial Intelligence

SoftBank Sees Profit Fall but Beats Forecast as Intel Gains Boost Results

Using a private OpenAI stake as loan collateral creates refinancing and valuation risk for SoftBank.

SpaceX Beats Revenue Forecast but Soars AI Spending and Faces Share Overhang

AI Capex Surge Splits Market Between Revenue Winners and Cash‑Strained Spenders

Amazon Earnings Validate AI Bet as Hyperscalers Face Cash Strain

AI Buildout Forces Market Repricing as Cloud Results and Supply Strains Collide

Microsoft Shows AI Spending Can Drive Faster Cloud Growth and Calm Investors

Big Tech's AI Buildout Tests Investors as Capex Drains Cash Flow

Alphabet Hikes 2026 Capex as Cloud Soars and Cash Falls Short

Meta and Anthropic in Talks for Up to $10 Billion Compute Lease

IBM Stock Plummets 25% After Surprise Q2 Warning

Alibaba Steps Up AI Bet as Cloud Revenue Jumps 38% and Profit Slides

Meta Jumps After Earnings Beat and $115–$135 Billion AI Budget for 2026

AI Buildout Accelerates as Alphabet Hits $100 Billion and Amazon Raises 2025 Capex