Tech companies are spending big on AI, but investors might be getting nervous.
Chip companies have captured outsized profits, while companies above them in the AI supply chain have yet to show comparable economic returns.
Despite strong profits, companies are cutting jobs to reduce costs and invest in AI and automation.
We are witnessing an extraordinary transfer of cash from the providers of AI—and, perhaps one day, AI users—to memory-chip ...
In the AI value chain, application-layer leaders like Palantir and ServiceNow may win long term as chip/cloud margins ...
Spread the love“`html Is the AI Investment Bubble Ready to Burst? Experts Weigh In The tech landscape is buzzing with ...
Trump wants AI companies to share profits with the public. Here's what the OpenAI equity proposal, Sanders' $7 trillion fund ...
Over 142,000 tech jobs were cut in 2026 as companies fund AI. Experts question if these cuts are based on AI's actual capabilities or speculative future potential.
The AI boom has turned memory chip manufacturers like Micron and SK Hynix from cyclical businesses into a sizzling hot growth ...
Technology companies are betting trillions of dollars that consumers will open their wallets for AI services. But what if Big Tech is wrong?
South Korea's labor minister called on the country's major tech firms to share the spoils of their profits, warning of worsening inequality risks.
It is easy to think of artificial intelligence investing as a mega-cap story. After all, the AI boom has been led by some of the largest companies in the market, from chipmakers like Nvidia Corp.