big tech

Global investors are feeling pretty good about stocks, maybe a little too good. Bank of America's latest Fund Manager Survey shows the most bullish positioning since 2021 – with surging optimism, low cash levels, and hedging like it is Donald Trump's first term. The survey, conducted between...

The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 billion in 2025, and $571 billion in 2026. By 2030, UBS expects spending to reach $1.3 trillion,...

If you squint, the AI boom in 2025 looks like a mash-up of every infrastructure mania America has ever seen. The railroad boom of the 1800s. The electrification push in the roaring 1920s. The fiber internet mania of the late 1990s. Each era had the same three ingredients: breathless enthusiasm, an...

Wall Street is flexing harder than ever in 2025, and it's not through flashy M&A or moonshot R&D—it's with cash. U.S. corporate titans, led by Apple Inc (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG) and Nvidia Corp (NASDAQ:NVDA), have unveiled nearly $430 billion in stock...

Amazon.com (NASDAQ:AMZN) Braket now offers customers access to IQM's newest quantum processing unit (QPU), Emerald. Emerald is a 54-qubit superconducting device with higher gate fidelity and full square lattice connectivity. By adding Emerald to its platform, Amazon Braket expands its quantum...

The S&P 500 index growth sans the Magnificent 7 stocks is almost negligible over the last 10 years, as the market capitalization of these stocks dominates the index. What Happened: According to a Goldman Sachs graph shared by the Markets & Mayhem, the Magnificent 7 stocks have driven the S...

A gauge tracking the so-called “magnificent seven” — which includes Apple Inc. (NASDAQ:AAPL), Microsoft Corp. (NYSE:MSFT), Nvidia Corp. (NASDAQ:NVDA), Amazon.com Inc. (NASDAQ:AMZN). Alphabet Inc. (NASDAQ:GOOGL), Meta Platforms Inc. (NASDAQ:META) and Tesla Inc. (NASDAQ:TSLA) — surged 15...

CNBC’s Jim Cramer has weighed in on pre-market decline, attributing downward pressure to the “profit-takers” who bought the dip amid the ongoing selloff. What Happened: In a recent post on X, the host of “Mad Money” also shed light on the crucial decision facing short...

Shares of Magnificent Seven technology companies soared in 2023 and 2024 due to optimism about artificial intelligence and favorable macroeconomic conditions. After historic price action Monday, has the music finally stopped for Big Tech’s rally? What Happened: The SPDR S&P 500 ETF Trust...

The ‘Magnificent 7' stocks have lost their grandeur and dominance in 2025, as none of the top seven technology giants have ranked among the top 50 performers of S&P 500 on a year-to-date basis. Analysts at Charles Schwab detail this rotation out of tech giants into the broader markets in their...

Vice President JD Vance, who was backed by PayPal co-founder Peter Thiel, has voiced his concerns about the influence of big tech companies, asserting that these companies wield “too much power.” What Happened: Speaking on “Face the Nation with Margaret Brennan” on...

The U.S. semiconductor sector is going through nail-biting times as further potential sanctions on the export of artificial intelligence chips to China loom. What Happened: Nvidia (NASDAQ:NVDA) was recently left with a bitter taste after its big tech customers deferred billions of dollars in orders...

Microsoft Corp (NASDAQ:MSFT) could pause hiring in part of its consulting business in the US, CNBC cites from an internal memo.  The company expects the cuts to affect less than 1% of its workforce. Rival tech companies — Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, Amazon.Com Inc (...

Jim Cramer expressed optimism about a resurgence in mergers and acquisitions (M&A) with the incoming Trump administration. Cramer predicts a more lenient approach to M&A approvals compared to the previous administration, which was known for its stringent antitrust scrutiny. What Happened:...

Big tech is acting more like Big Brother. That’s according to the latest report from the Federal Trade Commission (FTC). The Thursday release details how major social media and video streaming platforms have taken snooping to a whole new level. "The report lays out how social media and video...