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 ...

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 ...

Last week, several of the Magnificent Seven firms posted quarterly earnings. Meta Platforms (META) and Microsoft (MSFT) fell afterward, while the others rallied. Meta lost 13.5% last week, closing at ...

The tech world witnessed one of its most dramatic single-day wealth destructions this year as Meta's stock price plummeted, ...

This is what an investment in METV represents. These companies are collectively pouring tens of billions into metaverse-related projects, and according to Cervicorn Consulting, the market is projected ...

The latest earnings release had a mix of good and worrisome news for investors in this "Magnificent Seven" stock.

Investors remember when Meta Platforms last initiated a massive spending increase for its metaverse ambitions, which did not turn out so well.

If you're upgrading your Windows or Mac PC and are overwhelmed with the options, here's what to prioritize in your selection process.

Scott D. Anthony is a professor of strategy at Dartmouth's Tuck School of Business and author of the new book, "Epic ...