The grid was built for a slower world. Tema Electrification ETF (NASDAQ:VOLT) exists because hyperscalers are now signing ...

Goldman Sachs analyst Jim Covello argues hyperscalers like Amazon, Microsoft, and Alphabet offer better AI investment value ...

Mark Zuckerberg told Meta employees on Thursday that the May 20 layoffs are driven by AI capital spending rather than AI productivity gains.

Tech giants are set to invest $700 billion in AI this year, but uncertain returns raise concerns, says Jefferies report.

Oil prices whipsawed on Thursday and surged toward their highest levels since the war with Iran began, only for the leaps to ...

Meta just raised 2026 capex to $125–$145B and tied it to deploying Nvidia CPUs plus “millions” of Blackwell/Rubin GPUs and ...

Tech giants are investing heavily in artificial intelligence but haven’t significantly shrunk their workforces.

Amazon is optimistic about agentic commerce; the costs of AI may soon outweigh profits; and AMC Global Media thinks old shows ...

Meta is cutting staff while boosting A.I. spending. CEO Mark Zuckerberg signals that leaner teams may define the company’s ...

Alphabet, Meta, Amazon, and Microsoft are the largest spenders on AI data farms, putting them at the center of an ...

For me, the three reasons this quarter matters are simple: stronger-than-expected iPhone 17 demand, a Services business that ...

The e-commerce and technology company said that sales in its cloud computing unit were up 28% in the January-March period, ...