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Investing.com -- Investors are reassessing artificial intelligence investments as surging infrastructure spending could weigh on earnings growth and valuation multiples, even as demand for AI services remains robust, according to ING.
Earnings season is about to put AI spending under the microscope, and picking the wrong stock could cost you. Two ETFs let you play the upside across dozens of the biggest names without betting everything on a single quarterly report.
Ten months ago, in September 2025, Starbucks walked into 11,000 stores with NomadGo’s inventory Artificial Intelligence (AI) tool that promised 99% accuracy and counted up to eight times faster than a human. After 9 months, in May 2026, according to Reuters, an internal newsletter retired the ...
Yahoo Finance Tech Editor Dan Howley breaks down how an AI-driven memory shortage is driving down PC shipments while forcing major tech companies to increase laptop prices.
Hyperscalers are posting record capital expenditures while free cash flow craters, yet Microsoft, Amazon, and Alphabet insist every data center is already sold before the first server goes in. A top Wall Street analyst breaks down whether investors are misreading the returns or being misled about them.
Microsoft has spent years placing Copilot across Windows and Office, yet fewer than 4.5% of commercial Microsoft 365 customers pay for it and far fewer return weekly.
Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.
Featured image by Jenna O’Malley/Pitchbook CVCs are participating in a decade-low percentage of all venture deals as corporates grapple with how best to use their dollars in the new AI era. As corporate investors navigate ballooning AI bills, many are also focusing on larger and more impactful deals to transform their own businesses. Big-dollar investments into AI startups are getting done at the C-suite level, not through venture arms, said Nagraj Kashyap, general partner at VC firm Touring Cap
Cerebras CEO Andrew Feldman says AI compute suppliers are not building on speculation but chasing orders already under contract, and the companies moving fastest to secure power and pour concrete may be sitting on the greatest opportunity since the internet itself.
ATGN's AI-driven CXaaS transformation, higher recurring revenue, strategic partnerships and scalable operations position the company for accelerating growth and improving profitability.
Mark Penn thinks the fear that AI will strip the humanity out of advertising has it backwards. In an interview with Roundtable (NASDAQ: RTB) CEO and founder James Heckman at the Cannes Lions festival, the chairman and CEO of Stagwell (NASDAQ: STGW) argued that artificial intelligence will ...
At $273.38, Intuit (INTU) looks set up for roughly 41% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.
Meta stock’s gains are leading the S&P 500 and the Magnificent Seven on Friday. The S&P 500 was up 0.2%, and the Dow gained 0.2%. The tech-heavy Nasdaq was up 0.1%. Meta stock was up 5.8%, adding to its best week since 2024, according to Dow Jones Market Data.
The task force will "survey the pace, the reach [and] the economic impact of new general-purpose technologies, including AI."
Microsoft shares have shed nearly 20% this year while Azure accelerates and contracted future revenue sits at a jaw-dropping figure that dwarfs the concerns dragging the stock down. Something in that equation does not add up.
NVIDIA just handed investors a revenue guidance figure so large it strains credibility, and the most striking part is what the company deliberately left out of that number.
Apple's new $30 billion chip deal will secure over 15 billion U.S.-made chips and support custom silicon, wireless tech and AI-enabled devices.
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