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(Bloomberg) -- The bonds sold by hyperscalers to fuel their artificial intelligence ambitions have become a drag on investor portfolios from London to Tokyo.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Markets WrapUS Cyclospora Outbreak Tied to Taco Bell Lettuce From MexicoFrom fa

The WSJ reported the hiring plan just as Meta had indicated that it plans to build a cloud business.

Investors are beginning to rethink their artificial intelligence strategies as concerns grow that the rapid expansion in hyperscaler spending could lose momentum over the next few years, prompting some fund managers to reduce exposure to semiconductor stocks in favour of software companies and major cloud providers. AI infrastructure rally faces fresh scrutinyFor much of the past two years, the dominant investment strategy has been to buy companies supplying chips and infrastructure used to powe

AI infrastructure spending is driving rapid growth and multibillion-dollar backlogs for some industrial companies.

Venture capitalist Chamath Palihapitiya warns that the steep premiums charged by leading artificial intelligence (AI) developers like OpenAI and Anthropic are on a collision course with drastically cheaper models from tech giants like Meta Platforms Inc. and Elon Musk’s xAI,...

Dave Brown, one of the most senior executives at Amazon Web Services, will bring his nearly two decades of experience to the social-media giant.

(Bloomberg) -- President Xi Jinping hailed China’s progress in developing low-cost artificial intelligence, pressing his personal imprint on the country’s rapidly expanding global influence to call for a more open technological order.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsCIA Says AI Drones Give Russian Troops Only 30 Minu

Shares of online advertising giant Alphabet (NASDAQ:GOOGL) fell 4.5% in the afternoon session after reports revealed that the release of its flagship Gemini 3.5 Pro AI model has been delayed by several months.

(Bloomberg) -- On a video conference call from Hangzhou earlier this year, one of China’s hottest startups held a four-hour pitch meeting with potential venture investors that was unusual by almost any measure. Only two representatives per institution were allowed. The majority of those present were getting a glimpse of the company’s leader for the very first time.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Cat

Gemini 3.5 Pro is reportedly months behind schedule after falling short of Google’s internal expectations for coding capabilities.

Google stock fell amid a report the internet giant is behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model, as rivals gain momentum.

Amazon, Alphabet, and Meta are my three favorite "Magnificent Seven" stocks to buy right now.

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR

For years, Meta has rewarded shareholders with one of the biggest stock buyback programs in history. But as the company pours hundreds of billions of dollars into artificial intelligence, investors are asking a new question: Has Meta's AI strategy changed how the company returns cash to ...

Nebius just unveiled an asset-light pivot designed to outmaneuver CoreWeave and the miner-to-AI crowd, yet the stock is cratering anyway. Here is what the selloff reveals about which neocloud models can actually survive the derating.

Investing.com -- Alphabet Inc. (NASDAQ:GOOGL) shares fell 2.3% Thursday afternoon following a Bloomberg report that the company’s Google is months behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model.

Cipher Digital Inc. (NASDAQ:CIFR) is one of the best low priced technology stocks to invest in. On July 2, Rosenblatt Securities reiterated Buy ratings on Cipher Digital Inc. (NASDAQ:CIFR) and Galaxy Digital (NASDAQ:GLXY), saying the recent selloff across high-performance computing (HPC) stocks has made their valuations quite attractive. Rosenblatt noted that the selloff picked up […]

Meta Platforms stock has surged back toward its highs, yet on current checks it still screens as cheaper than its underlying worth, with both the market multiples and an intrinsic value estimate pointing to room above the latest US$681.31 close. Over the last three years, Meta Platforms has returned 117.5%, which sets a high bar for any further upside to be justified by fundamentals rather than momentum alone. The heavy build out of AI data centers and custom chips can support long term cash...

Meta Platforms Inc (NASDAQ:META) is one of the best stocks to buy for the AI boom in the second half of 2026. At the current price, Meta stock carries more than 35% upside potential, according to analysts. Elite investors continue to show strong confidence in Meta Platforms, with 262 hedge funds having positions in Meta […]

(Bloomberg) -- Alphabet Inc.’s Google is months behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model, because the company has been taking time to try to improve its capabilities, particularly in coding, according to people familiar with the matter.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOpenAI’s Fir

Shares are headed to another record high on Thrusday. Maybe the iPhone maker should thank John D. Rockefeller’s Standard Oil.

Recordings sent over Meta’s messaging app are supercharging falsehoods, leading to attacks on Ebola treatment centers and assaults of health workers and volunteers.

AMD (NASDAQ:AMD) is the ticker every AI-hungry investor is chasing right now, riding a 273.82% one-year rally on OpenAI and Meta gigawatt deals. But here’s what you should actually be watching. The seasoned playbook says buy scarcity when it is cheap and lighten up when it is priced for perfection. AMD is priced for perfection. ... Forget AMD: Choose This Blue-Chip Haven to Lock in Fortress Gains Amid Tech Volatility

Oracle has shed a third of its value in weeks, and the obvious alternatives are moving in opposite directions. Before rotating into Cloudflare, CoreWeave, or Snowflake, investors need to understand which of these names actually offers shelter and which carries even more risk.

AI infrastructure spending has turned three chip suppliers into the biggest beneficiaries of the largest buildout in human history, and the math behind where their stocks land by 2029 is more surprising than the headline numbers suggest.

Big Tech's earnings are coming fast, and it'll be all about AI spending.

Meta CEO Mark Zuckerberg is teasing launching a data center business.

Yesterday the PHLX Semiconductor Index ended the session down 2%, but the Nasdaq closed in the green, up 0.6%. Today the chip index is down roughly 4.4%, but the Nasdaq is also trading lower, down 1%.

Amazon stock and Google are buys because of massive AI distribution while Meta has to prove its strategy, Wedbush says.

(Bloomberg) -- Oracle Corp.’s ambitions to dominate the artificial intelligence buildout are running into a key hurdle: funding a spending spree without further damaging its credit standing.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popula