Investing in Big Tech companies used to be simple and straightforward. You could simply scoop up a basket of the five internet giants—Apple, Amazon, Microsoft, Meta, and Google’s parent firm, Alphabet ...
Apple Inc. AAPL is the odd one out in Big Tech’s AI spending race. While the rest of the Magnificent 7 are collectively ...
Jefferies said the capex of the four major hyperscalers, namely Microsoft, Amazon, Google and Meta Platforms, is forecast to ...
AI stocks have been volatile. Nvidia earnings and GTC conference are on tap. Apple remains an enigma while Microsoft has ...
The fourth-quarter earnings season will give the megacaps an opportunity to lay out their 2026 spending visions and, in some cases, defend those plans.
Last year was another strong one for the world's leading technology companies, the so-called Magnificent 7. While artificial intelligence has clearly acted as a tailwind, underlying business ...
Amazon’s future hinges on its ability to sustain AWS momentum while defending retail margins in an increasingly crowded market.
With all four multinational corporations reporting earnings within the last week, Wall Street’s reaction may be an indication that investors are increasingly worried about the large spend, and ...