Nvidia’s forward P/E is currently about 35‭, ‬while Lee notes that Cisco‭, ‬the hottest stock of the tech bubble‭, ‬has a ...

Meta Platforms, Inc. ($META), the world’s leading social media platform operator, faced selling pressure last week following ...

Alphabet, Amazon, and Meta raised their capital expenditure forecasts in the tech giants' most recent earnings reports.

Silicon Valley technology companies’ cozy relationship with President Donald Trump appears to be deepening and bearing fruit, ...

Wall Street was mixed on Monday, with bumper corporate dealmaking activity and another mega AI-related tie-up offset by murky ...

But there’s no fighting AI FOMO, and so any bubble-y parts of the industry have no sign of slowing down just yet — but Fath said he’s watching for if or when OpenAI slows down for any reason, and the ...

The AI bull case rests on hyperscalers ramping CapEx into 2026 while compute demand stays ahead of supply. I believe that spending is the core pillar of the AI narrative. Microsoft guided FY26 CapEx ...

In a bold move underscoring the tech sector’s escalating commitment to artificial intelligence (AI), Meta Platforms, Google, ...

If AI investment starts to slow, that could be "catastrophic" for stock prices and spark a US recession, BCA Research said.

Microsoft is now making Mixed Reality Link available to all Windows 11 users with Meta Quest headsets, reports Engadget. The ...

Meta’s latest earnings reveal record growth — and a bold $70B bet on AI infrastructure. But as Wall Street reacts, investors question whether Meta’s massive AI push will pay off.

Massive capital expenditures on artificial intelligence raise questions about profitability and sustainability, echoing dot-com bubble concerns. A stark contrast emerged in tech earnings this ...