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Private infra, real estate capital to play larger financing role in AI data center boom, Goldman says
Reuters85d agoneutral
Private infra, real estate capital to play larger financing role in AI data center boom, Goldman says

Private infrastructure and real estate capital are expected to play a larger role in financing the ‌AI-driven data-center boom, as companies move beyond traditional forms ‌of funding, Goldman Sachs said in a note on Tuesday. Goldman increased its ​combined capex forecast for the four largest hyperscalers - Meta, Microsoft, Amazon, and Alphabet - to $5.3 trillion between fiscal years 2025 and 2030. Prior to the start of first-quarter earnings, the Wall Street brokerage forecast ‌capex at $4.5 trillion for ⁠the same period.

AMZNGOOGGOOGLMETAMSFT
Google Sends a Clear Signal — Heard on the Street Tuesday Recap
The Wall Street Journal85d agoneutral
Google Sends a Clear Signal — Heard on the Street Tuesday Recap

Google-parent Alphabet’s plan to raise $80 billion through equity sales signals that its AI spending intentions aren’t slowing down. Alphabet’s stock price slipped nearly 4% Tuesday, while the prospect of more capex surges in the future also weighed on the shares of cloud rivals Microsoft, Amazon and Oracle.

AMZNGOOGGOOGLMSFTORCL
Broadcom Earnings, Jobs Report: What to Watch for the Rest of the Week
The Wall Street Journal85d agoneutral
Broadcom Earnings, Jobs Report: What to Watch for the Rest of the Week

Broadcom is set to be the final semiconductor giant to report earnings for the quarter, as a historic rally in chipmaker stocks shows little signs of abating. Investors will also watch Friday’s jobs report—one of the first major economic indicators that will inform the Federal Reserve under its new chairman, Kevin Warsh.

AVGOCRWD
Trump asks US AI firms to submit models for cybersecurity tests
Reuters Videos85d agoneutralVIDEO
Trump asks US AI firms to submit models for cybersecurity tests

<body><p>STORY: The Trump administration is asking top AI companies to submit their most powerful models for cybersecurity testing.</p><p>The testing would be voluntary and happen before the models are released to the public.</p><p>This comes as security fears mount in Washington over powerful new AI systems such as Anthropic's Mythos.</p><p>:: Archive</p><p>President Trump signed an executive order directing several federal agencies to reach agreement with developers over such tests.</p><p>Under the order, U.S. agencies will have up to 30 days to test the models before public release.</p><p>The move signals a shift in Trump’s AI strategy, from a fully hands-off approach to more active government oversight on national security risks.</p><p>Google, Anthropic and OpenAI have welcomed the order.</p><p>:: Archive</p><p>OpenAI CEO Sam Altman said it “gets the balance right” by developing the best models while keeping them safe and strengthening cyber defenses.</p><p>The order also aims to protect critical infrastructure such as banks, hospitals and emergency services by scanning for cybersecurity weaknesses.</p></body>

GOOGGOOGL
EU court backs Meta fight against gatekeeper label for Marketplace, but not for Messenger
Reuters85d agoneutral
EU court backs Meta fight against gatekeeper label for Marketplace, but not for Messenger

Europe's second-highest court on Wednesday backed Meta Platforms' fight ‌against the labelling of its Marketplace ‌platform as a gatekeeper under EU rules but ​rejected its challenge against the same designation for its messaging app Messenger. "The decision does not satisfy the requirements in terms of ‌reasoning as regards ⁠Marketplace, in that it allows neither Meta to understand the reasons ⁠for its classification as a core platform service that is an online intermediation service ​nor the ​Courts of the ​European Union to ‌exercise their power of review," the General Court said. Meta took its grievance to the Luxembourg-based tribunal after the European Commission said both services were important gateways for businesses ‌to reach users under ​the Digital Markets Act ​because they met ​the quantitative criteria.

META
India's IT stocks head for worst day in four months; TCS plunges 9%
Reuters85d agobearish
India's IT stocks head for worst day in four months; TCS plunges 9%

India's information technology stocks ‌were headed for ‌their biggest single-day drop ​in over four months on Wednesday as investors assessed the ‌impact ⁠of AI on demand for traditional ⁠software services. The IT index was ​down 5.8% ​at ​29,310.25 points. If ‌losses hold, this would be its worst day since February 4.

INFY
Google must let UK publishers opt out of AI search under new rules
Reuters85d agoneutral
Google must let UK publishers opt out of AI search under new rules

Britain has imposed new conduct requirements on Google's search services, including allowing publishers to stop their content being used to power the U.S. ‌tech giant's AI features, as the watchdog ramps up its oversight. The country's Competition ‌and Markets Authority has flagged concerns about Google's dominance in search, designating the company with the "strategic market status" that ​allows it to set targeted rules to increase trust and transparency. Google accounts for more than 90% of UK queries and the regulator said in January it wanted to give publishers more control over how their content was used.

GOOGGOOGL
UK regulator enforces new competition requirements on Google search
Reuters85d agoneutral
UK regulator enforces new competition requirements on Google search

Britain's competition regulator said on Wednesday it has imposed new conduct requirements on Google's ‌search services, including allowing publishers to opt out of ‌training the U.S. tech giant's AI models, as the watchdog ramps up ​its oversight. The Competition and Markets Authority has flagged concerns about Google's dominance in search services. Google accounts for more than 90% of UK queries, and the regulator had been consulting on ‌the matter to ensure ⁠effective competition.

GOOGGOOGL
Reuters85d agoneutral
Quantum startup Quobly raises $133 million in funding round

French quantum computing startup Quobly said on Wednesday it has raised €115 million ($133.72 million) in a ‌funding round led by France's state-backed investment bank Bpifrance, chipmaker STMicroelectronics and ‌Sealsq. The funding follows a wave of public investment in quantum computing in the U.S. and ​Europe. French President Emmanuel Macron last month said France will invest €1 billion in quantum computing, a day after U.S. President Donald Trump's administration announced $2 billion in funding for the technology.

STM
Walmart makes a move to challenge Lowe's and Home Depot
TheStreet85d agoneutral
Walmart makes a move to challenge Lowe's and Home Depot

Hiring a professional to work on small home repairs can get expensive fast. A 2025 Angi’s State of Home Spending Pulse report revealed that of the homeowners interviewed, 71% said they have postponed at least one home project this year, while 58% said they delayed projects because of high materials ...

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IBM CEO sends strong message on quantum computing
TheStreet85d agoneutral
IBM CEO sends strong message on quantum computing

The next great computing arms race is no longer about artificial intelligence chips and cloud servers. Quantum computing is moving from a science experiment to a national priority, and IBM has made a bold bet that America will lead the way. IBM (IBM) Chairman and Chief Executive Officer ...

IBM
‘60 Minutes’ Correspondent Scott Pelley Fired by CBS News
The Wall Street Journal85d agoneutral
‘60 Minutes’ Correspondent Scott Pelley Fired by CBS News

Veteran “60 Minutes” correspondent Scott Pelley was fired by CBS News, a day after taking aim at Editor in Chief Bari Weiss’s leadership during a staff meeting for the show. Executive Producer Nick Bilton sent a note to Pelley on Tuesday night saying he was being terminated for cause, effective immediately, according to a copy of the letter reviewed by The Wall Street Journal. Pelley interrupted Bilton soon after he started reading introductory remarks at the Monday meeting, according to people in attendance.

PSKY
Bloomberg85d agoneutral
China Extends Outbound Investment Curbs to Individual Investors

(Bloomberg) -- China has expanded its outbound investment regulations to explicitly cover individual investors for the first time, a shift that potentially raises compliance hurdles for tech founders and even ordinary stock investors.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtCanada Dips Into Technical Recession for First Time Since 2020SpaceX Staffers Prep for Multimillion-Dollar Windfalls by P

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