Investors who once rewarded bold AI plans are now asking tougher questions about spending, profits and competition. Several of the largest US technology firms have lost hundreds of billions of dollars ...
Applicants in the final stages of interviews with the Mike Cannon-Brookes-helmed company have reported being left in the lurch since the start of February.
Is the $600B AI Capex splurge repeating the 1999 fiber optic overbuild? Analyze the risks of an AI Bubble 2026, comparing the dot-com crash to today’s data center arms race.
Nvidia stock lost almost $600 billion in market cap in a single day. By the time the kerfuffle was over, Nvidia plunged from roughly $143 per share on Jan. 24, the Friday before, into the low $90s, a ...
Mitchell believes Tencent holds a key advantage over domestic AI rivals given it’s already “deeply integrated” into the daily ...
In the grey market, the premium for Fractal Analytics shares slipped to negative from a high of Rs 180 and a low of negative ...
A sell-off rippled through software, real estate and trucking stocks this past week as investors worried artificial intelligence could upend some industries — and analysts say the white-knuckle drops ...
Despite a significant pullback, Palantir's valuation remains astronomical, with shares trading at 128 times forward earnings.
Ackman's investment thesis for Meta Platforms centers on its status as the second-largest ad tech company in the world. Its ...
The devastation of software stocks over the past month is a case in point. AI agents – software tools that can take actions ...
AI is triggering economic upheaval, rattling stock markets and IT stocks, while experts debate whether the disruption will ...
At the Investor AI Day 2026, Infosys has lined up a series of leadership sessions focused on the company’s artificial intelligence strategy, execution roadmap and sector-specific applications.
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