So far, though, Big Tech isn't backing down. Capital-expenditure growth spending from U.S. hyperscalers accelerated to 71% in the first quarter, with about $81 billion in spending, according to ...

Microsoft and Meta both exceeded market expectations in their March quarter earnings, lifting shares in extended trading. The ...

The best Stratechery content from the week of April 28, 2025, including Mark Zuckerberg explaining Meta’s AI strategy, ...

Those stocks should have strong growth engines, wide moats, and a track record of withstanding rough economic downturns.

Testimony in the Google antitrust case has confirmed that publisher opt-outs are bypassed for training Search AI, raising ...

Meta has launched their standalone AI app, and in this read, I will give you a full run down of the new features and UI.

On Friday’s broadcast of The Ingraham Angle, Arroyo dismissed the idea that artificial intelligence could someday replace human interaction.

The AI rally seems back for now, though it is very likely to be temporary due to the macros and tariffs. MSFT stock is still ...

We recently published a list of 10 Best NASDAQ Stocks to Buy According to Billionaires. In this article, we are going to take ...

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

Taiwan Semiconductor (TSM) stock rises with Meta and Microsoft's strong quarterly results, reflecting commitment to AI ...

Meta isn't pitching its AI developments as an add-on to its operations, but as something central to its core proposition of ...