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Big tech reining in its AI spending may be a tantalizing prospect for some. Second-quarter reports coming later this month will likely show another period of blowout AI investments. Wall Street analysts estimate that combined capital spending by Google, Microsoft Amazon com and Meta Platforms surged 74% year over year to hit $168 billion in the June-ending quarter, according to consensus estimates from Visible Alpha.

By Tife Owolabi LAGOS, July 7 (Reuters) - Nigerian President Bola Tinubu has directed the country’s competition regulator to investigate major technology companies over alleged anti-competitive

Alphabet's (GOOG, GOOGL) Google participated in a 411 million euro ($469 million) funding round for

SpaceX trading on Tuesday won’t have much to do with space or AI fundamentals. Elon Musk’s AI and space company is now in the Nasdaq-100, one of the best-known large-cap growth indexes that tracks the largest nonfinancial companies listed on Nasdaq. Being fast-tracked into the index reflects just how important privately held frontier AI companies, including OpenAI, Anthropic, and SpaceX before its June IPO, have become to the entire stock market.

Magnetic fusion start-up Proxima Fusion has raised €411 million ($469.69 million) from investors ‌including Alphabet's Google and German utility RWE ‌as part of a financing round, the Munich-based start-up ​said on Tuesday. • "Proxima's financing demonstrates that Europe can not only invent breakthrough technologies, but also build globally competitive companies around them," Francesco Sciortino, Proxima ‌Fusion's chief executive, ⁠said in a statement • The round was led by XTX Ventures and East ⁠X Ventures, with RWE and Google as strategic investors, the company said • It added that ​the financing ​round brings Proxima Fusion's ​valuation to €2.4 billion ($2.7 ‌billion) • German utility com...

And this AI stock keeps doubling down on its AI efforts.

Hans Ibarra, a founder building an AI-voice startup, has found himself on the receiving end of a big opportunity: Top artificial-intelligence companies such as OpenAI, Anthropic and others desperate to win his business are ramping up discounts. Across Silicon Valley, startup founders like Ibarra are enjoying a wave of computing credits and fielding competing offers from AI-model makers racing to land new enterprise customers. The offers from growing AI-sales armies at companies such as OpenAI and Anthropic are so rich that some early-stage startup founders say they won’t need to raise money as soon as they expected, and others have been able to play AI companies off one another.

An ESG-screened equity fund has quietly delivered a big year while sitting out one of the most-traded megacap names on the market. The iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) climbed 22.29% in the year ending July 2, 2026, riding an AI-heavy roster that includes Alphabet and Intel. What it does not own is Meta ... This ESG ETF Owns Google and Intel but Won’t Touch Meta, and It’s Up 22% in a Year

Jonathan Ross, founder and former CEO of AI chip startup Groq, said his early leadership mistakes delayed the company’s progress by three to four years as he learned to transition from engineer to manager. Ross made the remarks during an...

Alphabet (GOOGL) closed at $366.46 in the latest trading session, marking a +1.82% move from the prior day.

Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 5.7% in the morning session after the company published a blog post highlighting major progress in AI-powered spam detection, the latest datapoint feeding a broader repricing of its AI-data licensing potential.

You don't have to trade Alphabet and Amazon to make money.

Orchestration refers to coordinating tasks across different AI models. It’s taking on new importance as enterprises grow cautious with AI budgets.

The cloud company finally made it to a major stock index, so why did investors hit the sell button.

Alphabet has been one of the best tech stocks to own over the past year.

Shares of TeraWulf (NASDAQ:WULF) extended a powerful rally on Monday afternoon, separating the stock from its bitcoin-mining peers by a wide margin. WULF stock is up 4% today and up 95% year to date to $22.10, marking its most sustained rerating since going public. The catalyst is a landmark 20-year lease with Anthropic, the private ... TeraWulf Stock Is Up 95% This Year: Here’s Why

Trip Chowdhry of Global Equities Research is calling for massive upside in Intel stock.

Amazon could start selling its Trainium chips to third-party customers in the near future.

Meta Platforms (NASDAQ:META) has spent the year getting punished for the exact strategy that may end up minting money. Meta runs the largest advertising machine outside of Google, powered by Facebook, Instagram, WhatsApp, Threads, and Messenger, and has quietly become one of the most aggressive infrastructure builders on the planet. Full-year 2025 capex hit $69.7 ... Zuckerberg’s Insane AI Spending Could Become a Windfall, If Meta Copies SpaceX’s Playbook

Tesla Shares Rise as Robotaxi Service Expands Into Miami

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

Meta wants to become more like its hyperscaler peers.

NVIDIA (NASDAQ:NVDA) owns the AI compute market, but every major customer is spending billions to buy less of what it sells. NVIDIA carries a $4.75 trillion market cap and sits between a 52-week low of $158.18 and a high of $236.26. Q1 FY27 revenue came in at $81.61 billion, up 85.2% year over year, with ... Nvidia’s Biggest Threat Is This: Everyone Is Desperate to Stop Paying Nvidia Prices.

The First Trust Nasdaq Cybersecurity ETF pushed toward its first record close in over a month Monday — with CrowdStrike, JFrog, Palo Alto Networks, and Fortinet all notching intraday record highs.

Broadcom (AVGO) will develop custom microchips for Apple's (AAPL) products under an expanded partner

Meta's AI cloud story may be bigger than ads

Berkshire Hathaway has steadily turned Alphabet into a major position over the last couple of quarters.

Broadcom will supply Apple with custom application-specific integrated circuits, known as ASICs, through 2031, it said in a securities filing. Broadcom stock rose 4.1% to $375.13 on Monday. Apple has been one of Broadcom’s leading customers since 2010, notably buying hardware to assist with wireless connectivity.

Steve Jobs, the co-founder, long-time CEO of Apple (NASDAQ: AAPL), and the heart and soul of the company, died in 2011. If he were alive, he would watch his handpicked CEO, Tim Cook, retire. Cook did almost everything right for Apple’s shareholders. But he did little to change the company’s products. The iPhone was first ... What Would Steve Jobs Do Today?

Borrowing from Barron’s, the newspaper reported that Deutsche Bank’s Adrian Cox, concerned about the IPO pace of OpenAI and Anthropic, wrote, “They and their peers need to strike while the iron is hot to secure computing power, distribution and capital.” He is worried that if investors begin to lose patience with AI’s revenue prospects, access ... Open AI Should “Strike While The Iron Is Hot”