Amazon, Microsoft, Alphabet, and Meta to spend well over $300 billion in 2025 fearing China’s AI
Amazon, Microsoft, and Alphabet each saw sharp stock declines following their fourth-quarter earnings reports, which revealed ...
Stock market today: Asian shares mixed as DeepSeek lifts Chinese tech stocks
Australia's S&P/ASX 200 slid just 0.04% to 8,517.20. South Korea's Kospi declined 0.23% to 2,530.79. Hong Kong's Hang Seng rose 1.35% to 31,173.35, while the Shanghai Composite was up 1.33% to ...
Amazon wants to spend $104 billion, and the stock gets clipped: What Wall Street is saying
Similar to Microsoft ( MSFT) and Meta ( META) this earnings season, Amazon uncorked a whopper of a capex guide. It sees $104 billion in capex spending this year, well above analyst forecasts of $80 ...
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Jeffrey Emanuel and the lessons we should all learn from the $2 trillion DeepSeek AI market correction
Jeffrey Emanuel’s essay on the short case for NVIDIA is widely attributed to sparking the largest-ever single-day drop in the ...
Amazon commits ‘huge investment’ to outspend Google, Microsoft in AI arms race
Amazon CEO Andy Jassy announces plans to spend $100 billion on capital expenditure in 2025, with the majority allocated to AI ...
‘China eats the world’ as DeepSeek shows its strength in high-value sectors: Deutsche Bank
DeepSeek’s emergence is a ‘Sputnik moment’ not just for AI, but for China, which is ‘outcompeting the rest of the world’, ...