Big Tech's AI spending is surging. Much of the increase comes from rising component prices, not major new capacity expansion.

Here's what to watch with Alphabet, Microsoft, Amazon, and Meta set to report after the closing bell.

After years of free tiers, flat-rate enterprise contracts, and VC absorbing the difference, the industry is renegotiating its ...

Alphabet, Amazon, Meta and Microsoft are depleting their cash reserves and raising debt as AI spending moves even higher.

Alphabet, Amazon, Meta and Microsoft —are set to report their latest quarterly results after Wednesday's closing bell.

Market watchers looking for clarity on the direction of Big Tech and the AI investment boom didn’t get much Wednesday ...

The overall cost has been causing heads to spin, but analysts say they're seeing flowthrough from investments to revenue.

Meta, Alphabet, Amazon, and Microsoft reported earnings on Wednesday. Here's what drove the reaction from investors after the ...

Big Tech Q1 earnings beat estimates, but Meta's $145B capex hike and AI spending fears weighed on stocks and crypto sentiment ...

The Department of Defense announced Friday an agreement with seven major technology companies to use their artificial ...

Stock investors appear to be anxiously awaiting tech majors' earnings results after bidding up their shares over the last few ...

As four of the Magnificent Seven tech giants rolled out results late Wednesday, Alphabet is distinguishing itself as the big ...