Archive

Big Tech’s $650B AI Spend: Infrastructure Race or Bubble Risk?

Big Tech’s $650B AI Spend: Infrastructure Race or Bubble Risk?

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Feb 21, 2026

AI Fears Stall Software Deals—$1.5T Credit Market at Risk

AI Fears Stall Software Deals—$1.5T Credit Market at Risk

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Feb 19, 2026

ServiceNow’s $7B Cyber Play–Fueling the Next Wave of Tech M&A?

ServiceNow’s $7B Cyber Play–Fueling the Next Wave of Tech M&A?

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Feb 16, 2026

AMD’s AI Chip Surge–A $7.7B Earnings Wake-Up for Semiconductor Bets

AMD’s AI Chip Surge–A $7.7B Earnings Wake-Up for Semiconductor Bets

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Feb 14, 2026

Apple’s $2 Billion AI Audio Acquisition: Expanding Device Capabilities

Apple’s $2 Billion AI Audio Acquisition: Expanding Device Capabilities

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Feb 12, 2026

Musk’s $1.25 Trillion SpaceX-xAI Merger: A Game-Changer for Tech Investors?

Musk’s $1.25 Trillion SpaceX-xAI Merger: A Game-Changer for Tech Investors?

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Feb 9, 2026

Qualcomm’s Q1 Earnings Surprise: AI Chips Drive Revenue Beat

Qualcomm’s Q1 Earnings Surprise: AI Chips Drive Revenue Beat

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Feb 7, 2026

Budget 2026 Spotlights AI and Tech: Supply Chain Shifts Ahead?

Budget 2026 Spotlights AI and Tech: Supply Chain Shifts Ahead?

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Feb 5, 2026

The Quiet AI Move That Could Reshape Microsoft’s Cloud Margins

The Quiet AI Move That Could Reshape Microsoft’s Cloud Margins

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Jan 30, 2026