This gap between AI investment and AI delivery sparked the recent sell-off, and I think it will shape the contours of 2026.
The race to $10 trillion isn’t about quarterly earnings. It’s about sustaining explosive growth at nation-scale operations.
Summary: During a recent episode of The AI Investor Podcast, 24/7 Wall St. Technology Analyst Eric Bleeker and Austin Smith ...
Sergey Brin, a Google founder, has surpassed Jeff Bezos of Amazon on the global rich list. Brin's wealth now stands at $240 ...
Retail giants are mining loyalty data to create hybrid intelligence and optimise everything from customer clicks to warehouse ...
Amazon expects to invest a staggering $125 billion in capex in 2025, up from its previous forecast of $118 billion. The company anticipates that number to grow in 2026 as it seeks to capitalize on the ...
Amazon India’s Amit Agarwal clarified that the recent layoffs were not driven by cost-cutting, but by efforts to streamline the organisation. He explained the real reason behind the job reductions and ...
Burry's likely right about depreciation. The way that always ends is the Company takes a one time non-cash, non-operating ...
The long running rivalry between Elon Musk and Jeff Bezos has found a new arena, as both billionaires pivot from launching ...
As AI becomes part of everyday online services, Wall Street is now more focused on which companies can turn AI spending into ...
Reliance Jio has launched its Happy New Year 2026 prepaid plans with new annual, monthly, and add-on options, bundling data, ...
It is that time of the year when investment managers look forward and give their predictions for where stock markets are ...