Nvidia Shares Cool Off as AI Spending Explodes Big Tech’s artificial intelligence spending plans keep climbing. Nvidia’s stock? Not so much. Despite a projected surge in AI infrastructure investment from Meta Platforms, Alphabet, Microsoft, and Amazon — expected to top
S&P 500 Earnings Growth Holding Firm Fourth-quarter earnings season is now more than halfway complete — and results are tracking stronger than initially expected. According to FactSet data, roughly 59% of S&P 500 companies have reported results. Analysts currently estimate
Lawmakers Push Back on Big Tech’s Data Center Expansion The rapid build-out of AI-driven data centers across the United States is meeting growing resistance from federal and state lawmakers concerned about rising electricity bills and grid strain. This week, Senators
Waymo Rolls Out Sixth-Generation Ojai Robotaxis Waymo is officially deploying its sixth-generation autonomous driving system, launching its new Ojai robotaxis in San Francisco and Los Angeles. The vehicles are currently offering fully driverless rides to employees and guests before a
What The January Jobs Report Showed U.S. job growth picked up in January, while the unemployment rate edged lower, offering another sign that the labor market is stable even as policymakers keep a close watch on inflation. Nonfarm payrolls increased by 130,000 jobs
What Happened Blackstone (BX) increased its investment in Anthropic, the company behind the Claude chatbot, taking its stake to about $1 billion. The move included an additional $200 million as part of Anthropic’s ongoing funding round, according to a person familiar with the matter. The funding round
What Happened U.S. electricity consumption is on track to climb to fresh record highs in 2026 and 2027 after setting a second straight record in 2025, based on the latest outlook from the U.S. Energy Information Administration (EIA). The agency projects
Markets Grind Higher as Consumer Spending Cools U.S. stocks edged higher Tuesday as investors digested weaker-than-expected retail sales, reinforcing the view that economic momentum is slowing and increasing expectations for interest-rate cuts later this year. The Dow Jones Industrial Average
Microsoft Looks to Superconductors to Power the AI Build-Out Microsoft is exploring the use of superconducting power lines inside its data centers, a move that could materially improve energy efficiency and help accelerate the company’s rapidly expanding U.S. infrastructure footprint.
Google Clears Major Regulatory Hurdle in Europe Alphabet’s Google secured unconditional approval from European Union antitrust regulators on Tuesday for its $32 billion acquisition of Wiz, removing a major regulatory obstacle for the tech giant’s largest deal to date. The
Nvidia Shares Cool Off as AI Spending Explodes Big Tech’s artificial intelligence spending plans keep
S&P 500 Earnings Growth Holding Firm Fourth-quarter earnings season is now more than halfway complete
Lawmakers Push Back on Big Tech’s Data Center Expansion The rapid build-out of AI-driven data
Waymo Rolls Out Sixth-Generation Ojai Robotaxis Waymo is officially deploying its sixth-generation autonomous driving system,
What The January Jobs Report Showed U.S. job growth picked up in January, while the
What Happened Blackstone (BX) increased its investment in Anthropic, the company behind the Claude chatbot, taking its stake to
What Happened U.S. electricity consumption is on track to climb to fresh record highs in
Markets Grind Higher as Consumer Spending Cools U.S. stocks edged higher Tuesday as investors digested
Microsoft Looks to Superconductors to Power the AI Build-Out Microsoft is exploring the use of
Google Clears Major Regulatory Hurdle in Europe Alphabet’s Google secured unconditional approval from European Union
