Chanos has compared the current AI spending boom to the 1990s telecoms bubble. Notably, his concerns have been echoed by ...

The company’s revenue forecast, nearly double Wall Street’s estimate, showed that the starting gun had been fired in a race ...

Billionaire Philippe Laffont runs Coatue Management, one of Wall Street's most successful hedge funds. It beat the S&P 500 ( ...

Nvidia’s dollar five-trillion leap signals a shift in global industry dynamics, highlighting how compute power and ...

Some of them are even in the "Magnificent Seven," the group of large technology companies that have had a growing influence on the stock market in recent years. While those megacap tech stocks may ...

In an interview with Business Insider, Meta's Alex Schultz said AI helped the company pivot from connected to "unconnected" ...

Google's $40 billion investment in Texas for new data centres highlights the surge in AI infrastructure demands, alongside ...

The investments reflect how the global tech industry is rapidly scaling up its computing and energy capacity to power the next generation of AI tools and services ...

There is a vicious cycle that comes from screwing up, but there is also a virtuous cycle that comes from digging yourself out ...

We explain how the deals work in accounting terms and what impact this has on tech companies’ growth projections ...

Adria Cimino has positions in Amazon and Tesla. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Meta ...