Thursday, August 20, 2026

Meta

Photorealistic close-up of a glowing advanced processor on a circuit board, with colorful silicon wafers and a large chipmaking machine in the background, symbolizing AI infrastructure and semiconductor manufacturing.
March 16, 2026

AI Build-Out Defines Tech’s New Discipline

Nvidia’s conference, Meta’s infrastructure push, Oracle’s cloud momentum and ASML’s caution are showing investors that 2026 technology leadership depends as much on capital discipline as on innovation. Technology investors are entering the
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