Microsoft MSFT

December 24, 2025

Big Tech Bets on AI Efficiency as Capital Spending Comes Under Scrutiny

Cloud leaders are reframing artificial intelligence investments around productivity gains and disciplined returns. Large technology companies are entering the next phase of the artificial intelligence cycle with a sharper focus on efficiency,

Markets

January 21, 2026

Global Markets Steady as Investors Weigh Rate Outlook and Slowing Growth

A cautious tone spread across global markets as investors balanced easing inflation pressures against signs of cooling economic momentum in major economies. Equity markets in the U.S. and Europe traded narrowly mixed,

Stacks of coins and financial papers on a desk with a calculator and a blurred trading chart in the background trending downward.

Opinion

January 22, 2026

Markets Are Underestimating the Cost of Staying Restrictive Too Long

Investors appear confident that economic resilience will blunt the impact of high rates, but history suggests policy lags pose growing risks. Financial markets have settled into a familiar narrative: growth is slowing

Photorealistic close-up of a glowing microchip on a circuit board in a blue-lit data center, with robotic arms and server racks in the background.

Big Tech Doubles Down on AI Hardware as Device Cycle Reawakens

A fresh wave of AI infrastructure commitments and new product launches is sharpening the market’s focus on who can turn spending into durable profit. Wall Street’s technology narrative is snapping back into

March 2, 2026

Technology

A robotic hand hovers over a glowing microchip on a circuit board, with stacked coins and blurred data-center servers in the background and faint stock-chart lines overlaying the scene.

Tech’s AI Trade Shifts From “Build” to “Bill” as Investors Demand Proof

A wave of scrutiny around AI infrastructure spending is pushing big tech toward clearer monetization, with chipmakers, cloud platforms, and enterprise software all repricing around what’s deliverable in 2026 rather than what’s

February 20, 2026

Technology