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Berkire Hathaway CEO Warren Buffett acknowledged that the “capital intensity” of tech companies is rising. A couple years ago ...

Big Tech companies including Meta, Microsoft, Alphabet, and Amazon plan to spend more than $300 billion this year, much of ...

Big Tech companies seemed optimistic heading into last quarter's earnings. After 100 days of Trump, things are looking more ...

The chart of the day What we're watching What we're reading Economic data releases and earnings The Big Tech trade is alive and well. That's one lesson from this earnings season, in which the market's ...

Like other Big Tech companies, Amazon’s success depends ... and will thrive more from the hundreds of billions of dollars in capital investments in 2025 alone. Politicians and regulators should ...

Microsoft and Meta shrugged off concerns about their big AI investments by showing data center demand remains strong and ...

Tech investors were reassured as the momentum behind AI spending continued in the first quarter of 2025. But the full picture ...