The AI boom is making Big Tech spend like builders, not just platforms The AI trade has made Big Tech bigger, richer, and much more capital intensive. For years, companies like Alphabet, Microsoft, Amazon, and Meta were largely viewed as

A real-world sale just gave the market a fresh SpaceX valuation marker Blue Owl’s disclosure matters because it was not just another private-market mark. The firm said it sold roughly half its SpaceX investment at a $1.25 trillion valuation, generated

A huge takeover proposal is colliding with basic balance-sheet math GameStop (GME) has proposed a $56 billion cash-and-stock deal for eBay (EBAY), but the market’s first reaction suggests investors are far more focused on the financing challenge than on the

A cleaner quarter gave Apple stock new life Apple (AAPL) shares moved higher after the company delivered a stronger-than-expected quarter, topping Wall Street on both the top and bottom lines and giving investors a more confident read on the business

What Happened Microsoft (MSFT) said it is cutting the price of two major Xbox Game Pass tiers, a move that stands out because it goes directly against the broader direction of the gaming and subscription markets. The company said Game

What Happened Meta Platforms (META) is projected to surpass Alphabet’s Google (GOOG) in global digital advertising revenue by the end of 2026, according to the estimates cited in the source article. The forecast says Meta’s global net ad revenue could

What Happened When investors talk about a future SpaceX IPO, they are increasingly talking about Starlink. That is because the satellite internet business has grown far beyond an experimental space project. It now looks like the core commercial machine inside

Tesla (TSLA) opened 2026 with its weakest quarterly deliveries in a year, missing Wall Street expectations as fading U.S. incentives and tougher global competition continued to pressure its core electric vehicle business. The stock fell more than 4% after the update, extending

What Apple Announced Apple (AAPL) is expanding its American Manufacturing Program by adding Bosch, Cirrus Logic (CRUS), TDK, and Qnity Electronics. The company said it plans to invest $400 million through 2030 to expand U.S.-based production of key components used across Apple devices. Apple framed the move as part

What Happened Uber (UBER) said it will invest up to $1.25 billion in Rivian (RIVN) as part of a robotaxi agreement that calls for the deployment of 10,000 fully autonomous R2 SUVs on Uber’s platform starting in 2028. Uber will make an initial $300 million investment, with the remaining funding to be