Microsoft is now making Mixed Reality Link available to all Windows 11 users with Meta Quest headsets, reports Engadget. The ...

Alphabet, Amazon, and Meta raised their capital expenditure forecasts in the tech giants' most recent earnings reports.

In a bold move underscoring the tech sector’s escalating commitment to artificial intelligence (AI), Meta Platforms, Google, ...

Meta is investing heavily in AI infrastructure, with massive data center builds and significant capital expenditure. While rivals tie spending to exis ...

But there’s no fighting AI FOMO, and so any bubble-y parts of the industry have no sign of slowing down just yet — but Fath said he’s watching for if or when OpenAI slows down for any reason, and the ...

Alphabet, Meta and Microsoft divide the market over whether they can translate huge capital expenditure into income ...

Wall Street was mixed on Monday, with bumper corporate dealmaking activity and another mega AI-related tie-up offset by murky ...

Nvidia’s forward P/E is currently about 35‭, ‬while Lee notes that Cisco‭, ‬the hottest stock of the tech bubble‭, ‬has a ...

Meta’s latest earnings reveal record growth — and a bold $70B bet on AI infrastructure. But as Wall Street reacts, investors question whether Meta’s massive AI push will pay off.

OpenAI and Amazon have signed a multi-year agreement worth $38 billion under which the ecommerce giant will provide the ...

The AI bull case rests on hyperscalers ramping CapEx into 2026 while compute demand stays ahead of supply. I believe that spending is the core pillar of the AI narrative. Microsoft guided FY26 CapEx ...

Microsoft AI head Mustafa Suleyman asserts that only living beings can truly feel emotions, rejecting the idea of conscious artificial intelligence.