Saturday, October 03, 2026
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Meta Platforms

Business executive standing inside a large AI data centre while analysing a financial chart showing uncertain investment returns.
July 29, 2026

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
A concerned investor studies sharply falling market charts on multiple screens beside semiconductor hardware and server racks in a dimly lit data-centre environment.

The AI Sell-Off Is a Discipline Test, Not a Verdict

Investors are right to question the scale of artificial-intelligence spending, but abandoning the sector wholesale risks confusing financial scrutiny with technological failure. The global retreat from semiconductor and artificial-intelligence stocks is less
July 28, 2026
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