Alphabet expects capital expenditure for 2026 to come in between $175 billion and $185 billion — at the higher end, capex will more than double from last year.
CNBC Daily Open: Alphabet could more than double its capex in 2026, unsettling investors Read More »
At least six major Chinese electric car brands reported a sharp sales drop in January from December, according to CNBC’s analysis.
China’s EV slowdown persists as BYD posts near two-year low in sales Read More »
The U.S. is mobilizing allies into a preferential trade bloc for critical minerals as part of efforts to counter China’s dominance in the market.
U.S. proposes critical minerals trade bloc aimed at countering China’s grip Read More »
Chinese technology stocks have slid into bear market territory, marking a sharp reversal from last year’s rally.
China’s Hong Kong-listed tech stocks enter bear market as tax ands AI fears take hold Read More »
Shares of UK-based semiconductor designer Arm Holdings fell in aftermarket trading, despite the company posting record revenues amid AI demand.
Alphabet expects capital expenditure for 2026 to come in between $175 billion and $185 billion — at the higher end, capex will more than double from last year.
The search giant’s proposed capex spend for 2026 exceeds that of its hyperscalers peers.
Alphabet resets the bar for AI infrastructure spending Read More »
Shares of software companies have been getting beaten up, and the selloff accelerated this week after Anthropic’s latest unveiling.
Software experiencing ‘most exciting moment’ as AI fears hammer the stocks Read More »
Ciena is predicting the fastest growth since 2011 in the current fiscal year, thanks to its position in artificial intelligence.
Ciena returns to S&P 500 after getting booted 17 years ago Read More »