#ai-investment

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#capital-expenditure
#meta-platforms
from24/7 Wall St.
4 days ago
Artificial intelligence

Meta Platforms (NASDAQ: META) Price Prediction and Forecast 2025-2030 for November 26

from24/7 Wall St.
3 weeks ago
Artificial intelligence

Meta Platforms (NASDAQ: META) Stock Price Prediction for 2025: Where Will It Be in 1 Year (Nov 6)

from24/7 Wall St.
4 days ago
Artificial intelligence

Meta Platforms (NASDAQ: META) Price Prediction and Forecast 2025-2030 for November 26

from24/7 Wall St.
3 weeks ago
Artificial intelligence

Meta Platforms (NASDAQ: META) Stock Price Prediction for 2025: Where Will It Be in 1 Year (Nov 6)

#alphabet
fromAxios
1 week ago
Artificial intelligence

Google CEO: "No company is going to be immune" if AI bubble bursts

fromAxios
1 week ago
Artificial intelligence

Google CEO: "No company is going to be immune" if AI bubble bursts

#market-concentration
fromFast Company
5 days ago
Artificial intelligence

Beating the AI bubble

Concentrated big-tech and massive AI-driven capital spending risk an investment bubble that could burst unless real, diffused economic growth materializes.
fromFortune
1 week ago
Artificial intelligence

Nvidia's earnings could answer the AI bubble question and upend global markets in moment of truth for Magnificent 7 | Fortune

Global equity gains are highly concentrated in a few AI-dependent tech giants, creating elevated risk if AI fails to deliver expected revenue and efficiencies.
fromFortune
1 week ago
Artificial intelligence

Nvidia's earnings could answer the AI bubble question and upend global markets in moment of truth for Magnificent 7 | Fortune

Apple
fromTheregister
5 days ago

Apple peels away some sales staff in small layoff

Apple is cutting several dozen sales positions serving enterprise, government, and education accounts while increasing AI infrastructure investment and maintaining strong revenue growth.
US news
fromwww.npr.org
1 week ago

Here's why concerns about an AI bubble are bigger than ever

AI investment has surged, industry leaders deny a bubble, but critics warn massive speculative capital and uncertain technology improvements risk an overhyped investment frenzy.
UK politics
fromBusiness Matters
1 week ago

Government unveils major AI investment package to drive UK growth and create thousands of jobs

UK launches AI Growth Zones to attract £10bn private investment, create 5,000+ jobs, fund local AI adoption and develop specialised workforce skills.
UK news
fromComputerWeekly.com
1 week ago

UK government outlines next wave of AI investment plans | Computer Weekly

UK launches AI investment fund and establishes a 1GW AI Growth Zone in South Wales to expand compute capacity, create jobs, build AI talent pipelines.
Artificial intelligence
from24/7 Wall St.
1 week ago

Tesla's EV Slide Deepens as Investors Shift Toward Musk's AI Narrative

Tesla's automotive business is weakening globally, especially in China, and its future depends on an uncertain pivot to AI and robotics.
Artificial intelligence
fromArs Technica
1 week ago

"We're in an LLM bubble," Hugging Face CEO says-but not an AI one

An investment bubble is concentrated in large language models (LLMs), which may burst soon, while broader AI applications across other domains remain in early growth.
#ai-infrastructure
fromTechzine Global
1 week ago

Microsoft and Nvidia invest $15 billion in Anthropic

Microsoft and Nvidia are investing $5 billion (€4.3 billion) and $10 billion (€8.6 billion) respectively in Anthropic. The creator of Claude has committed to spending $30 billion on cloud services with Microsoft. The deal reduces OpenAI's dependence on the AI industry. The AI sector is seeing a shift in the balance of power. For years, Microsoft was closely linked to ChatGPT creator OpenAI through substantial investments and collaboration. Microsoft is now investing up to $5 billion in Anthropic, while chipmaker Nvidia is committing up to $10 billion. Both parties are committing to the next round of financing for the ChatGPT competitor.
Artificial intelligence
#generative-ai
fromHarvard Business Review
1 week ago
Venture

How Generative AI Is Reshaping Venture Capital

Generative AI rapidly reshaped startup creation and funding, driving private AI investment to $252.3 billion and generative-AI funding to $33.9 billion.
fromBusiness Insider
1 month ago
Artificial intelligence

The AI boom isn't a bubble - it's barely begun, Goldman Sachs says

Widespread generative AI adoption could add $20 trillion to the US economy while current AI investment remains modest compared with potential economic gains.
Tech industry
fromComputerworld
1 week ago

Jeff Bezos' Project Prometheus move seen as a rethinking of AI IT strategy

Bezos is investing $6.2 billion to develop AI for physical systems (manufacturing, engineering, spacecraft), prioritizing embodied intelligence over LLM infrastructure.
fromYahoo Finance
1 week ago

Here's Why Alphabet's Gemini Is Set to Crush ChatGPT's Lead

The launch of ChatGPT by OpenAI in November 2022 marked a turning point in the AI landscape, igniting the broader AI boom. This generative AI tool demonstrated practical applications for everyday users, from content creation to coding assistance, sparking massive public interest and investment. Tech giants poured billions into AI development, while startups flooded the ...
Artificial intelligence
#meta
fromNew York Post
1 month ago
Artificial intelligence

Meta takes $16B hit to earnings from Trump's Big Beautiful Bill, warns of higher AI costs

fromFast Company
1 month ago
Artificial intelligence

Meta AI layoffs today: 600 jobs are already being cut from Alexandr Wang's superintelligence lab

fromNew York Post
1 month ago
Artificial intelligence

Meta takes $16B hit to earnings from Trump's Big Beautiful Bill, warns of higher AI costs

fromFast Company
1 month ago
Artificial intelligence

Meta AI layoffs today: 600 jobs are already being cut from Alexandr Wang's superintelligence lab

Artificial intelligence
fromTheregister
2 weeks ago

Execs make AI rules and break them with shadow IT

Two-thirds of executives and half of employees admitted unapproved AI use while organizations invest heavily despite security, compliance, and governance gaps.
Artificial intelligence
fromThe Drum
2 weeks ago

Adland is urgently pivoting for AI. We will have to do the same for climate

Advertising agencies prioritize AI investment over climate adaptation, risking unpreparedness for a market reshaped by climate-driven economic change.
fromTechCrunch
2 weeks ago

SoftBank's Nvidia sale rattles market, raises questions | TechCrunch

Masayoshi Son isn't known for half measures. The SoftBank founder's career has been studded with brow-raising bets, each one seemingly more outrageous than the last. His latest move is to cash out his entire $5.8 billion NVIDIA stake to go all-in on AI, and while it surprised the business world on Tuesday, it maybe should not. At this point, it's almost more surprising when the 68-year-old Son doesn't push his chips to the center of the table.
Venture
Marketing tech
fromDigiday
2 weeks ago

How Jersey Mike's demonstrated incremental value with AI-powered programmatic CTV

AI investment surges while advertisers face entrenched ad fraud and programmatic waste, risking automation of inefficiencies and disproportionately harming local advertisers.
#softbank
fromTechCrunch
3 weeks ago
Artificial intelligence

SoftBank, OpenAI launch new joint venture in Japan as AI deals grow ever more circular | TechCrunch

fromTechCrunch
3 weeks ago
Artificial intelligence

SoftBank, OpenAI launch new joint venture in Japan as AI deals grow ever more circular | TechCrunch

#microsoft
fromFortune
2 weeks ago
Artificial intelligence

Exclusive: AI won't become a bubble as long as everyone stays 'thoughtful and disciplined,' Microsoft's Brad Smith says | Fortune

fromIT Pro
4 weeks ago
Artificial intelligence

Microsoft's huge AI spending still has investors sweating despite solid cloud growth

fromFortune
2 weeks ago
Artificial intelligence

Exclusive: AI won't become a bubble as long as everyone stays 'thoughtful and disciplined,' Microsoft's Brad Smith says | Fortune

fromIT Pro
4 weeks ago
Artificial intelligence

Microsoft's huge AI spending still has investors sweating despite solid cloud growth

#corporate-adoption
Artificial intelligence
fromTechzine Global
2 weeks ago

TSMC sees slowdown in growth, but AI investments continue to rise

TSMC's October revenue growth slowed to 16.9% year-on-year, signaling potential cooling in AI-driven chip demand despite strong ongoing investment plans.
fromFuturism
2 weeks ago

Genius Exec Says There Are Only Two Possibilities for AI: It'll Collapse the Economy, or Make Everyone's Job Obsolete

The amount of money being spent on artificial intelligence is astronomical. Investors have lavished the top tech companies and startups alike with hundreds of billions of dollars - so much so, in fact, that an estimated 92 percent of US GDP growth now comes from AI. If trends continue in 2026, conservative estimates peg the spending from just the "largest technology firms" at $550 billion.
Artificial intelligence
fromwww.bbc.com
3 weeks ago

Rightmove shares plummet over AI investment plans

The company's chief executive, Johan Svanstrom, said AI was "becoming absolutely central" to the running of the business and its plans for the future. But investors were less enthusiastic, and Rightmove's shares had sunk by more than a quarter at one point on Friday. Rightmove announced plans to invest 60m over the next three years and a large part of this investment will focus on AI.
Real estate
#nvidia
fromwww.cnbc.com
3 weeks ago

Op-ed: The fuel for the AI boom driving the markets is advertising. It is also an existential risk.

From the reciprocal, and some have said circular, nature of hundreds of billions in commitments in investment, tied to future chip purchases, to the extent to which GDP growth is reliant on this boom, some have said this is a bubble. A Harvard economist estimates 92% of US GDP growth in the first half of 2025 was due to investment in AI.
#big-tech
#openai
fromFortune
4 weeks ago
Venture

Microsoft CEO Satya Nadella says Bill Gates told him his big bet on OpenAI would be a flop: 'Yeah, you're going to burn this billion dollars' | Fortune

fromFortune
4 weeks ago
Venture

Microsoft CEO Satya Nadella says Bill Gates told him his big bet on OpenAI would be a flop: 'Yeah, you're going to burn this billion dollars' | Fortune

Artificial intelligence
fromBusiness Insider
3 weeks ago

A 17-year-old earned $72,000 after investing his e-commerce profits into stocks. Here's why he bet on the tech industry.

Global AI market may reach $4.8 trillion by 2033, creating large profit opportunities for AI-focused companies and early investors.
fromBoardroom
1 month ago

From Comments to Conversations: How Manychat Became a Creator Essential - Boardroom

The platform simplifies social media engagement by automating conversations through Instagram, Facebook, and WhatsApp. What started as a messenger automation startup has evolved into a global community of over one million users across 170 countries, backed by a team of more than 350 employees. In April 2025, Manychat announced it had raised $140 million in growth capital led by Summit Partners to accelerate AI innovation, global expansion, and product development. This milestone underscores the company's accelerating momentum and growing influence in the creator economy.
Social media marketing
Artificial intelligence
fromBusiness Insider
1 month ago

An AI bubble isn't a bad thing if you're a savvy investor, the CEO of chip company Groq says

An AI investment bubble can signal robust economic activity and deliver strong returns when capital targets genuine AI innovations.
#market-correction
Artificial intelligence
fromFortune
4 weeks ago

From retail to tech, here are the 10 corporations that recently announced mass layoffs | Fortune

Businesses are largely frozen on hiring while reallocating funds to AI and infrastructure, prompting layoffs and heightened worker uncertainty amid tariffs and a government shutdown.
Artificial intelligence
fromBusiness Insider
4 weeks ago

Meta earnings recap: Stock tumbles 9% after big tax charge and plans to spend even more on AI

Meta will significantly increase AI infrastructure spending and 2026 capital expenditures, betting that larger compute investments will be profitable despite a $15.9 billion tax charge.
Artificial intelligence
fromFortune
4 weeks ago

Powell says that, unlike the dotcom boom, AI spending isn't a bubble: 'I won't go into particular names, but they actually have earnings' | Fortune

AI-driven corporate investment in data centers and semiconductors is a productivity-led, sustainable engine of U.S. growth, distinct from the dotcom bubble because firms have earnings and business models.
#capital-expenditures
Artificial intelligence
fromTechzine Global
1 month ago

Q3 roundup: Microsoft, Google, ServiceNow, Meta, Samsung

Major tech companies posted strong revenues and rapidly increased AI spending, driving cloud growth, capacity investment, and investor concern over sustainability.
Venture
fromFortune
4 weeks ago

The next 'golden age' of AI investment | Fortune

Reasoning and reinforcement-learning-driven AI enable vertical startups to solve complex industry problems and scale into multibillion-dollar, end-to-end companies.
fromFortune
4 weeks ago

Powell gave traders a green light to double down on AI-but the markets punished Meta and Microsoft anyway | Fortune

The broad index of large-cap companies in the S&P 500 closed flat, but the tech-heavy Nasdaq 100 rose 0.55%. Tech stocks were led by Nvidia, which was up 3%, and now has a market cap of more than $5 trillion. (Its stock is down 0.7% premarket this morning, suggesting that some traders are taking their overnight gains.) To put that in perspective, Nvidia's market cap is bigger than the GDP of every G7 country except the U.S. and Japan.
Business
Apple
fromBusiness Insider
4 weeks ago

Apple earnings recap: Stock rises 5% on earnings beat but China revenue declines

Apple posted an earnings beat with 8% revenue growth and 13% EPS growth, while China sales fell and iPhone revenue slightly missed estimates amid rising AI-driven capex.
Business
fromFast Company
4 weeks ago

This week in business: Netflix shakes up Wall Street, Amazon trims down, and shoppers gear up

Mortgage-free homeownership hit 40.3%, firms pursue stock-split moves while Amazon reallocates staff toward AI and retailers preemptively cut holiday prices.
#us-economy
fromFortune
4 weeks ago
Business

Goldman Sachs CEO: AI's opportunity is enormous, but 'there will be winners and losers' | Fortune

fromFortune
4 weeks ago
Business

Goldman Sachs CEO: AI's opportunity is enormous, but 'there will be winners and losers' | Fortune

Business
from24/7 Wall St.
4 weeks ago

Bezos Net Worth Rises $10 Billion on Amazon Earnings

Jeff Bezos's net worth rose to just over $246 billion after Amazon's strong earnings and a 14% stock surge.
Artificial intelligence
fromFortune
4 weeks ago

Powell suggested tech giants fueling the AI boom and GDP hardly care about Fed rate tweaks. They just proved him right | Fortune

AI-driven tech giants are investing heavily in data centers and infrastructure, and their spending decisions are largely insensitive to small interest-rate changes.
Business
fromTechCrunch
1 month ago

Musk's ad chief at X departs after just 10 months | TechCrunch

John Nitti resigned as X's advertising chief after ten months amid executive turnover, tensions over Musk's unilateral decisions, and increasing AI-focused spending pressures.
fromwww.aljazeera.com
1 month ago

What does the US-UK AI deal mean for your data?

Is the UK truly becoming an AI hub as US tech giants pour in billions? A multibillion-dollar deal is being hailed as proof that Britain is becoming a global hub for artificial intelligence, with major United States tech companies investing heavily. But the reality is a little less straightforward. On today's show, we ask: how much power, and how much of your personal data, are you willing to hand over to tech companies?
Artificial intelligence
Business
fromTheregister
1 month ago

AI investment the only thing keeping the US out of recession

AI-driven datacenter and model investment is preventing a US recession by offsetting interest-rate and trade-policy economic drag.
Artificial intelligence
fromKotaku
1 month ago

Phil Spencer Says There's No 'Top-Down Mandate' To Use AI At Xbox

Microsoft Gaming primarily uses AI for platform moderation and parental controls, with potential future use in game discovery and curation.
Artificial intelligence
fromGameSpot
1 month ago

PUBG Publisher Invests $70 Million To Become "AI-First" Company

Krafton will invest 100 billion KRW to become an AI-first company, centering on agentic AI to automate workflows and boost employee creativity and productivity.
Artificial intelligence
fromIT Pro
1 month ago

UK firms are pouring money into AI, but they won't see a return on investment unless they address these key issues

UK businesses plan to increase AI investment by 40% over two years but fragmented, department-led, and ad-hoc programs risk limiting ROI and full value realization.
Artificial intelligence
fromwww.dw.com
1 month ago

China's AI ambitions target US tech dominance DW 10/21/2025

China is rapidly building AI capability through massive investment, competitive startups and tech giants, narrowing the gap with the US in cost-efficient, scalable AI.
Artificial intelligence
fromwww.dw.com
1 month ago

How China has set out to challenge America's AI dominance DW 10/21/2025

China is rapidly scaling AI through massive investment, startups and tech giants, achieving cost-efficient models and closing the gap with US dominance.
Business
fromBusiness Insider
1 month ago

Big Four giant EY is all in on AI - and it's paying off

EY prioritized AI, investing over $1 billion annually, and achieved a 30% increase in AI-related consulting revenue, contributing to overall 4% revenue growth.
Artificial intelligence
fromFortune
1 month ago

Don't fear the AI bubble, it's about to unlock an $8 trillion opportunity, Goldman Sachs says | Fortune

Wall Street analysts view the AI investment boom as sustainable due to expected productivity gains and continued capital spending on data centers and chips.
Business
fromFortune
1 month ago

Wall Street surges following strong profits as earnings season kicks off; UBS sees 'bull market intact' | Fortune

Stocks rose after major banks and tech firms reported strong profits, led by AI-driven tech demand and supportive early earnings-season results.
#amazon
World news
fromIrish Independent
1 month ago

IMF upgrades growth forecasts but Central Bank here warns of tariffs hit

US tariffs have been less disruptive than feared but still pose risks and may modestly slow Irish and global growth.
Artificial intelligence
fromFast Company
1 month ago

Alibaba expands cloud business with a second data center in Dubai

Alibaba Cloud launched a second Dubai data center to expand global cloud and AI services, part of a 380 billion yuan investment pledge.
World politics
fromAxios
1 month ago

AI will fuel populism and power shifts, JPMorgan Chase says

U.S. government has shifted toward active investment and dealmaking in AI, reshaping global AI competition and trade tensions with China.
fromUPI
1 month ago

British authorities put Google search under regulatory microscope - UPI.com

"Having taken into account the feedback received following our proposed decision, we have today designated Google's search services with strategic market status," according to the authority.
Miscellaneous
fromwww.theguardian.com
1 month ago

Rishi Sunak takes advisory roles with Microsoft and AI firm Anthropic

Rishi Sunak has been appointed as a senior adviser by the US technology companies Microsoft and Anthropic. The former British prime minister's pair of new jobs emerged on Thursday in letters published by Westminster's office of the Advisory Committee on Business Appointments (Acoba). They add to his roles as a senior adviser to Goldman Sachs International, the investment bank, and speechmaker to investment firms including Bain Capital and Makena Capital in the US, which have netted him over 150,000 a talk.
UK politics
Artificial intelligence
fromFortune
1 month ago

Bank of England on AI mania: 'stretched' stock valuations 'comparable to the peak of the dot com bubble' | Fortune

Bank regulators and executives say AI-driven equity valuations, especially in AI-focused technology stocks, appear stretched and vulnerable despite major investments and large corporate deals.
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