Big Tech is attempting the mother of all pivots. Although startups from Twitter to Instagram are renowned for remaking their ...

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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 ...

Although Nvidia Corp.’s and Broadcom Inc.’s earnings reports are still weeks away, some analysts are already comforted by Big ...

Investors in the US technology behemoths that dominate the S&P 500 Index are breathing a sigh of relief as last week’s ...

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 ...

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