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Big TechAlphabet plans to double capex spending to a possible $185 billion—but it’s keeping CEO Sundar Pichai up at night
By Amanda GerutFebruary 4, 2026

By Alexei OreskovicFebruary 3, 2026

By Nick LichtenbergFebruary 2, 2026

Big TechNetflix may be turning into an ‘entertainment giant,’ but its stock looks like ‘dead money’ to investors
By Nick LichtenbergJanuary 31, 2026

Big TechApple’s blowout Q1 results are a reminder of what makes the company so impressive—and why it’s floundering in AI
By Alexei OreskovicJanuary 29, 2026

By Eva RoytburgJanuary 29, 2026

Big TechTesla reveals $2 billion investment in Elon Musk’s xAI and officially kills the Model S and Model X
By Jessica MathewsJanuary 28, 2026

Big TechMicrosoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors
By Amanda GerutJanuary 28, 2026

AIMeta beats on Q4 revenue as Mark Zuckerberg predicts a ‘major AI acceleration’ in 2026—with up to $135 billion in capex spending to match
By Sharon GoldmanJanuary 28, 2026
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