Tech giants need legacy businesses to keep growing as they pour trillions into the AI buildout
Hyperscalers continue spending big on artificial intelligence, putting pressure on their legacy businesses and impacting their free cash flow.
Technology — page 2
Tech scare trade hits Nasdaq futures while crypto reels from its biggest-ever hack
Amazon and Intel worsen the sell-off with disappointing earnings releases
Foxconn hopes to own 50% of the global AI server market within a couple years
Foxconn's chairman told CNBC that AI demand remains strong as the company eyes U.S. expansion and a larger share of the global AI server market.
Intel stock plunges 21% as chipmaker blames PC slowdown for weak guidance
Intel has been a Wall Street darling this year due to its emergence as a player in AI, but the company is being weighed down by a struggling PC market.
Microsoft plans to raise $25 billion in debt as it pursues AI buildout
Microsoft boasts a strong credit rating and has managed to maintain positive free cash flow, unlike Meta, Alphabet and Amazon.
Reddit shares sink on weak sales guidance and plans login requirement test as Google search traffic shrinks
Reddit posts third-quarter earnings and reveals plans to require all users to create official accounts as Google search traffic shrinks
Jim Cramer says Wall Street is punishing the wrong tech stocks
Disappointing results from one company don't necessarily signal trouble for an entire industry.
Amazon posts negative free cash flow of $42.4 billion, holds 2026 capex unchanged
Amazon's negative free cash flow ballooned during the third quarter, while its earnings and revenue fell short of Wall Street's expectations.
Amazon AWS posts 39% revenue growth as cloud rivals also accelerate
Amazon's cloud signed deals with Meta and OpenAI during the quarter, helping revenue to exceed consensus.
ServiceNow shares plunge 27% to worst day ever after earnings revive AI disruption fears
ServiceNow's stock recorded its worst day ever on underwhelming third-quarter results.
Nvidia responds to report Jensen Huang was target of Chinese asset, says diversion allegations were 'investigated and debunked'
Nvidia disputed a New York Times report that U.S. intelligence agencies surveilled a person close to CEO Jensen Huang over concerns she could be a Chinese spy.
Cramer sees opportunity amid tech turmoil and predicts a holiday win for FedEx
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Alphabet drags on Nasdaq futures as the stock faces a record post-earnings loss
Concerns rise that the Google-parent is taking a hit from AI competition
Fintech and the changing structure of banking
Digital entrants have unbundled parts of the banking value chain. Incumbents and regulators are adapting.
Platform economics and network effects
When a service becomes more valuable as more people use it, markets can concentrate quickly.
The economics of semiconductors
Chipmaking combines huge fixed costs with rapid technological change, shaping an industry of specialised players.
TechnologyDemo
Cybersecurity as an economic risk
Cyber incidents can disrupt operations, expose data and damage trust. Firms increasingly treat them as a core business risk.
Data as an economic asset
Data fuels digital products, yet it rarely appears in national accounts or company balance sheets at its full value.
