The surge in artificial intelligence (AI) capital spending is historic, with 2026 estimates nearly doubling to $725 billion, driven by major tech companies known as hyperscalers. This massive investment requires significant energy, benefiting natural gas and solar power sectors as demand for electricity grows. Analysts from UBS and Evercore ISI predict continued strong spending, with companies like Hut 8 and Fluence Energy seeing stock gains. Meanwhile, geopolitical risks around the Strait of Hormuz and oil inventory changes could impact oil prices, highlighting the interconnectedness of AI growth and energy markets.
Affirm is integrating its pay-over-time financing options into Google's AI platforms, including the Gemini app and Google Search, through Google Pay. This allows users and AI agents to choose Affirm at checkout, see full costs and payment plans upfro...
Google unveiled its new AI-focused strategy at The Android Show: I/O Edition, centering on Gemini, a revamped AI assistant integrated deeply into its upcoming Android 17 OS and new devices like Googlebooks and Samsung Galaxy foldables. This move sign...
Nvidia shares reached a new all-time high of $222.30 but its 14-day RSI is 64.9, below the overbought threshold. Meanwhile, Alphabet, AMD, Tesla, and Apple show higher RSI readings above 70, indicating stronger overbought conditions. This suggests th...
Google is enhancing its Android platform by integrating its Gemini AI more deeply, enabling the AI assistant to manage a wide range of everyday tasks across apps, such as filling forms, scheduling, and making reservations. This upgrade, called Gemini...
Alphabet has significantly increased its capital expenditures to $180-$190 billion in 2026, funding aggressive AI and cloud expansion. Despite a 46.6% drop in free cash flow and a quadrupling of long-term debt to $90.5 billion, the company posted str...
