This week, major tech companies including Apple, Amazon, Alphabet, Microsoft, and Meta are reporting earnings that highlight AI as a significant driver of revenue and growth. Analysts from Wedbush believe investors are underestimating how quickly these firms are monetizing AI through cloud services, advertising, and new product strategies. Key focuses include Apple's leadership transition and AI plans, Amazon's strong cloud demand, Alphabet's AI-powered services, Microsoft's enterprise AI adoption, and Meta's AI-driven ad revenue. These results will test if heavy AI investments are translating into sustainable growth for Big Tech.
Taiwan Semiconductor Manufacturing Co. (TSMC) announced an additional $100 billion investment in the US, raising its total US investment to $265 billion to meet rising AI chip demand. This expansion could add four new advanced facilities to its Arizo...
Apple's generative AI service, Apple Intelligence, has been approved by China's Cyberspace Administration for launch in the country. The approval follows deals to integrate Alibaba's Qwen AI model and collaboration with Baidu into Apple's operating s...
In 2026, Alphabet has delivered outstanding returns over one, three, and five years, contrasting with struggles faced by other hyperscalers. The semiconductor sector remains highly cyclical, impacting both business performance and stock prices. A com...
In Q2 2026, top contributors to growth included Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple, and Visa. Alphabet’s Google Search and Cloud segments showed robust revenue growth of 19% and 63%, respectively, boosting operating i...
OpenAI has introduced the Codex Micro, a $230 light-up keyboard designed to enhance user control over its AI coding assistant, Codex. The device features customizable keys, a joystick, and a dial to adjust AI agent reasoning, aiming to serve as a com...
