Rising depreciation expenses from the data center binge is a major worry. Alphabet, Microsoft and Meta combined for about $10 ...

The data centers used for work on AI can cost tens of billions to build. Tech giants are finding ways to avoid being on the ...

BlackRock quietly piling over $1 trillion into just five mega-cap stocks isn’t a strategy tweak — it’s a market-defining ...

Three years after OpenAI ignited global enthusiasm for artificial intelligence with the launch of ChatGPT, investor ...

Looking to 2026, the debate among investors is whether to rein in AI exposure ahead of a potential bubble popping or double ...

Silver surges past Microsoft as its price rockets above $64 and pushes its market value to nearly $3.63 trillion, making it ...

Investors are pushing back hard on stock prices tied to artificial intelligence as doubts rise over how long the frenzy can ...

BlackRock is sharpening its focus on the companies that build and power artificial intelligence rather than the ...

Notably, Intel CEO Lip-Bu Tan is currently the chairman of SambaNova Systems. Intel Capital, which Intel is in the process of ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

James Clarke has found himself at the epicentre of fears the sector’s golden age could turn bad. But the Blue Owl Capital executive is fighting back.

Having exhausted excess power in the US, the tech giants want to have AI factories in Australia. Are we the lucky country ...