Thursday, February 19, 2026

COMMODITIES

TECHNOLOGY

Photorealistic close-up of a glowing AI processor on a server board inside a high-tech data center, with blurred server racks and network cabling in the background.

Big Tech’s AI Spending Faces a Market Reality Check

Investors are rewarding near-term efficiency and guidance clarity as hyperscalers defend record 2026 capex plans. The technology trade is shifting from a pure “AI buildout” story toward a tougher question: who can
1 min read

Opinion

MARKETS

WORLD