AI boom drives record S&P 500 valuations, but Goldman Sachs warns of $1 trillion risk ahead
Investors debate how long Big Tech's AI spree can last
Investment articles
MIT report says 95% of AI implementations don't increase profits, spooking Wall Street
Report raises concerns of an AI bubble burst
SoftBank invests $2 billion in Intel as US government considers 10% stake
Intel's share price is up 14%
Sam Altman says investors are acting irrational in a booming AI bubble
"Someone is going to lose a phenomenal amount of money"
Editor's take: Even to a non-investor, it is clear that we are in the middle of a massive AI bubble. It is not a matter of if it will burst, but when. Many of the companies driving this growth seem more interested in ginning up hype than being realistic about the value of the technology.
US government weighs buying a stake in Intel after Trump meets CEO
Trump opens door to Intel deal
In context: Barely a week after President Trump called for Intel's new CEO to resign, reports suggest that the White House is considering buying a stake in the beleaguered chip giant, with its current boss presumably still in place. If implemented, the plan would mark the second time in the past 12 months that the government has mulled direct intervention in the United States' only advanced semiconductor manufacturer.
Intel is being questioned over CEO Lip-Bu Tan's China ties and Cadence case
Tan and his VC firm have invested millions into Chinese chip firms
Tim Cook says AI is now Apple's top priority, "bigger than the internet"
Cook compares AI to the launch of the Mac, iPhone, and iPad - calls it a make-or-break moment
Big quote: In a rare all-hands meeting at Apple's Cupertino headquarters, CEO Tim Cook made it clear to thousands of employees that AI now stands at the forefront of the company's ambitions. Addressing a packed auditorium following a stronger-than-expected earnings report, Cook called the AI transformation "as big or bigger" than the internet, the smartphone, cloud computing, and apps. "Apple must do this. Apple will do this. This is sort of ours to grab," Cook told staff, vowing, "We will make the investment to do it."
Microsoft's Azure revenue tops $75 billion as AI demand accelerates
AWS leads the global cloud infrastructure market, but Azure's growth rate continues to impress
Microsoft CEO Satya Nadella addresses 'painful' layoffs, discusses ambitious AI plans in company memo
Over 15,000 employees have been laid off in 2025
Which two tech IPOs warned investors they might "never achieve profitability," but became wildly successful?
They warned investors they might fail – then crushed the market.
Meta to invest over $60B in AI data centers, starting with 'Prometheus' in Ohio
Massive AI expansion includes new data centers and elite talent hires
Microsoft to lay off thousands in July, but don't worry, AI's getting $80 billion
A different kind of AI/worker displacement
Meta invests $14.8 billion in Scale AI to accelerate superintelligence ambitions
Scale AI's CEO Alexandr Wang will lead a newly formed research lab at Meta
IBM pledges to invest $150 billion in US manufacturing over the next five years
$30 billion will fund US production of IBM's mainframe and quantum computers
CEO Andy Jassy outlines Amazon's future as "the world's largest startup"
Amazon claims to have made over 375 changes to its bureaucracy, based on suggestions from employees
Pat Gelsinger warns TSMC's $100 billion investment will not restore US semiconductor dominance
"If you don't have R&D in the US., you will not have semiconductor leadership in the US."
Americans lost a record $12.5 billion to fraud in 2024, with investment scams leading the losses
If it seems too good to be true, it usually is
Microsoft scales back AI data center expansion amid AI spending boom
Satya Nadella warns of AI's high costs and low returns (so far)
Apple announces $500 billion investment in US manufacturing amid Trump tariff concerns
It will fund a new server factory in Houston and 20,000 additional jobs
Europe enters the AI race with $207 billion InvestAI initiative
The AI battle is just heating up
Amazon, Google, Microsoft, and Meta push AI spending to new heights, set to surpass $320 billion this year
The race for AI dominance - but, how much is too much?
SoftBank seems ready to invest (more) billions in OpenAI
The Japanese conglomerate could become OpenAI's largest investor
Fujifilm to invest $640 million to boost semiconductor materials production
It's expanding operations in the US, Japan, South Korea, and possibly India
Lenovo to establish major PC and server factory in Saudi Arabia with $2 billion investment
The project also gives Saudi Arabia a boost as it seeks to diversify its economy
Toyota invests $44.3 million in Japanese startup to mass-produce rockets
The move is a reflection of the company's ambitious vision of mobility