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HELSINKI, Sept 9 (Reuters) - Alphabet's Google will invest at least €13 billion ($15.1 billion) in artificial intelligence infrastructure in Finland over the next two years, it said on Wednesday,
In a boost for Google stock, cloud computing chief Thomas Kurian says AI chip business is more than twice the size of its closest rival.
Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the earnings print, especially from a debt-issuance perspective.
Arista Networks is rebounding from its 50-day moving average, offering a buying opportunity after an earnings beat in August.
Stock Market Today: The Dow Jones index falls Friday ahead of the August jobs report. Lululemon stock plunges 21% on earnings.
From an economic standpoint, the nation’s fiscal status has been turned upside down—from a federal budget swimming in surpluses to one deeply in deficit, despite the U.S. not being in recession or officially at war. Since then, the world has become even more dangerous, with the Iran war, Russia’s war on Ukraine, and China’s adventures in the Pacific. The Up & Down Wall Street written directly after the 9/11 attacks predicted a marked increase in spending for national security.
Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg reportedly pushed back against a proposed national artificial-intelligence regulator during an August phone call with President Donald Trump, as the White House weighs a FINRA-style watchdog for frontier models. Zuckerberg Pushes Back On AI Watchdog According to a Politico report on Thursday, Trump called Zuckerberg during the week of Aug. 17. Zuckerberg said he opposed the proposal but did not ask Trump to change his position. Instead, he sa
Asian shares were mostly higher in early Friday trading, as regional market sentiment got a boost from the rally on Wall Street, mostly from big technology stocks. Japan's benchmark Nikkei 225 rose 0.6% in morning trading to 64,622.33. Hong Kong's Hang Seng jumped 2.1% to 25,751.26, while the Shanghai Composite added 0.8% to 3,973.27.
The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. A Tesla Cybercab event and jobs report are on tap.
A federal judge confirmed Google runs an illegal monopoly in ad tech, then refused to break it up anyway. What that contradiction means for Alphabet investors depends entirely on what comes next.
Amazon.com (AMZN) trades at $255, down 10% over the past month and about 10% below its 52-week high. The second quarter of 2026, reported in July, was a strong one: revenue rose 20% year over year to $200.6 billion and operating income rose 43%, though about $1.2 billion of that income came from tariff refunds and an energy-contract accounting gain. That makes the drop worth sizing, because this is a stock with a long habit of falling further than the market.
Stocks climbed as Wall Street let out a sigh of relief that bond yields ticked lower and the odds of a Federal Reserve rate hike fell. The S&P 500 gained 1%, and the Nasdaq Composite rose 1.4%. The Dow Jones Industrial Average added 1.
Microsoft is rejiggering its financial reporting—and while some of the changes will lead to more transparency, others will do the opposite. On the bright side, after years of complaints by investors, Microsoft will finally report revenue in actual dollars for Azure, its flagship cloud platform and primary growth engine. After the market closed on Wednesday, it also released Azure revenue figures for the last eight quarters, under a newly narrowed definition of Azure that no longer includes certain coding tools, security software and specialized apps.
Moonshot AI has confidentially filed for a Hong Kong IPO that could raise about $3 billion, Reuters reported Thursday, citing people familiar with the matter. The Kimi developer is also in talks with Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN) and...
China’s fast-rising AI models are combining strong performance with lower costs and greater accessibility, raising the stakes for U.S. AI leaders.
A powerful cloud trend is reshaping Microsoft’s investment case.
Microsoft is changing its reporting structure from three segments to two — Agents and Infra and Devices and Consumer — as the company responds to changes brought about by artificial intelligence.
Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
Broadcom might be the biggest winner from the AI-chip craze after Nvidia with a growing roster of large customers and $100 billion of revenue projected for that segment of its business in its next fiscal year. Broadcom came into the AI boom as a hodgepodge of chip and software businesses assembled by Chief Executive Hock Tan. Google changed the game at the boom’s outset.
Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
Anthropic’s annualized revenue run rate topped $65 billion in July, seven times its year-ago level.
Global data center spending is set to reach $31.6 trillion through 2050 to meet the world’s growing appetite for AI, an investment boom with no precedent in history, according to PricewaterhouseCoopers LLP.
MongoDB stock slid late Tuesday, after the database software company reported fiscal second quarter results.
The ballooning federal debt, massive AI borrowing by Big Tech, and inflation are the reasons that economists and financial experts point to.
Bill Gates, the billionaire co-founder of Microsoft Corp., published a 6,000-word essay on Aug. 26 saying that he would slow the development of artificial intelligence if he could. He elaborated in an interview with the New York Times, saying "in private, people who understand how good this stuff is, and how much better it's getting, they're very worried" but few are raising the issues in public. The public is already convinced the tech industry can't be trusted with its own creations. Some legal news last week explains why. A bipartisan coalition of 51 attorneys general announced a proposed settlement with Meta Platforms Inc. that obligates the social media company that runs Facebook and Instagram to put tight restrictions on how children use its platforms. Gautam Mukunda, Lecturer at the Yale School of Management and Bloomberg Opinion contributor, joins Bloomberg Intelligence to discuss.
Big Tech has quietly spent a sum that rivals the GDP of a mid-sized country building AI infrastructure, but the real financial reckoning has not yet arrived on any income statement. One accounting schedule will determine whether these bets pay off or crush margins for years.
Rezolve AI (NASDAQ:RZLV) reported first-half 2026 revenue of $130.8 million, up from $6.3 million in the prior-year period, as the company expanded its enterprise customer base and continued to build distribution partnerships with major technology and services providers. Founder, Chairman and CEO D
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