Technology

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Alphabet Tops Q4 Estimates and Unveils $175–$185 Billion AI Capex Plan for 2026

Management set a $175–$185 billion 2026 capex plan to scale AI compute far above Wall Street forecasts.

Base Restores Network Stability After Misconfigured Propagation Update

Squarespace Enlists Emma Stone and Yorgos Lanthimos for Super Bowl LX Spot 'Unavailable'

Reports Cloud Nvidia–OpenAI Deal as Market Questions AI Spending

Amazon Elevates Dharmesh Mehta to CEO Technical Advisor as Amit Agarwal Takes Over Seller Services

Qualcomm Tops Q1 Targets but Cuts Outlook on Memory Shortage, Sending Shares Lower

Baidu Authorizes $5 Billion Buyback, Adopts First Dividend Policy

Positron Raises $230 Million to Challenge Nvidia in AI Inference

Piper Sandler Backs AppLovin With $800 Target, Downplays Google’s Genie Risk

Amazon Q4 Preview Focuses on AWS Acceleration After Massive AI Outlays

Alphabet Sidesteps Details on Apple–Google AI Deal as Gemini Siri Beta Reported for February

Microsoft Brings Back Hayete Gallot to Lead Security as Charlie Bell Shifts to Quality Role

Amazon Sets March Closed Beta for AI Tools to Speed Film and TV Production

Intel Confirms GPU Push, Hires Chief Architect Under Data-Center Leadership

PayPal Replaces CEO After Earnings Miss, Names HP’s Enrique Lores to Lead

Palantir’s Blowout Quarter Meets Whiplash Trading, Dividing Wall Street

Epic Refocuses Epic Games Store on Players With Summer Launcher Rebuild After Record Third-Party Spend

AMD Slumps After Q4 Beat on Cautious Q1 Outlook and China AI Chip Disclosure

Spotify Rolls Out Global Lyric Translations and Previews, Adds Offline Lyrics for Premium

Uber Beats on Revenue and Bookings as Delivery Leads; Shares Slip on Soft EPS Outlook