Tuesday, October 06, 2026

Technology

Coverage of innovation, emerging technologies, and the companies transforming global markets. From AI and semiconductors to cybersecurity and digital infrastructure, we track technology’s impact on growth and investment.
Business executives sit beside rows of AI servers as a falling red market chart reflects investor concern over Alibaba’s expanding artificial-intelligence spending.

Alibaba’s $10.2 Billion AI Bet Tests Investor Patience

Alibaba’s discounted share sale underscores a widening divide between surging artificial-intelligence demand and investors’ growing insistence that technology companies prove the returns on massive infrastructure spending. Alibaba Group Holding (BABA) is asking
August 24, 2026
Modern AI data center with illuminated server racks, networking equipment and abstract market graphics symbolizing renewed investment in semiconductor and AI infrastructure stocks.

AI Infrastructure Trade Broadens as Chip Stocks Rebound

Investors are pushing back into semiconductors, memory and networking as artificial intelligence spending accelerates, but the market is demanding clearer evidence that record infrastructure investment can generate durable returns. The artificial intelligence
August 14, 2026
Business executive standing inside a large AI data centre while analysing a financial chart showing uncertain investment returns.

Big Tech Faces an AI Spending Reckoning

Microsoft and Meta earnings will test whether surging artificial-intelligence investment is producing returns fast enough to support technology valuations. The artificial-intelligence trade is entering a more demanding phase, as investors shift their
July 29, 2026
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