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

The Big Tech trade is alive and well. That's one lesson from this earnings season, in which the market's biggest tech companies are outperforming the rest of the S&P 500 despite tariff woes — or ...

The start of the year 2025 was not kind to Big Tech stocks due to trade tensions, fears of rising inflation, and the rise of low-cost artificial intelligence companies in China. The tech-heavy ETF ...

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 ...

Some analysts expect AI spending to remain a priority even if overall IT budgets get stretched, but others are more skeptical ...

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

Shares of Nebius Group ( NBIS 6.25%) are flying today. After surging more than 13%, the artificial intelligence (AI) cloud ...

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