Why Alphabet and Microsoft Suffer Less If AI CapEx Goes Wrong
Quick Read MSFT funded its AI buildout from operations while GOOGL nearly doubled long-term debt to $98B, making…
Former Bitcoin Miner Firmus Became A $10.5B AI Infrastructure Company
A picture shows the logo Bitcoin in the first Italian Bitcoin crypto currency shop “Bitcoin Compro Euro” (meaning…
Microsoft’s Earnings Could Decide the Fate of a $700 Billion AI Spending Boom
Quick Read Microsoft’s fiscal Q4 earnings now serve as a referendum on whether the entire $700 billion AI…
Google Free Cash Flow Turns Negative Due to Massive AI Spend
Google’s free cash flow for the second quarter of 2026 turned negative for the first time in the…
Tesla talked up AI. Wall Street wants to know where the money is
After hearing Tesla Inc.’s seemingly countless promises about artificial intelligence, autonomous driving and robotics, Wall Street wants the…
Can AI answer the $3 trillion question?
Three years ago, Sequoia partner David Cahn was one of the first people to do the math and…
Meta Vs. Microsoft: Which Underpriced Mag 7 Titan Is a No Brainer?
Quick Read META’s 18x forward earnings and 0.80 PEG ratio undercut MSFT’s pricier multiple even as both stocks…
2 Big AI Spenders Poised to Actually Get the Payoff — Perhaps Sooner Rather Than Later
Quick Read Microsoft (MSFT) and Meta Platforms (META) trade at muted valuations despite being among the largest AI…
We’re Not at AGI yet, but AI Can Rap About Data Centers
I spent a recent Friday afternoon doing something incredibly important for humanity: making an AI-generated rap about data…
Cloud Giants’ AI Capex Boom: Why Amazon, Microsoft, and Alphabet’s Spending Could Boost Nvidia – News and Statistics
May 3, 2026 On April 29, the three largest cloud providers—Amazon, Microsoft, and Alphabet—each published their most recent…
Big Tech’s $700 Billion AI Splurge Is Misleading
Big Tech’s AI spending is surging, though not necessarily because companies are building significantly more capacity. Loading audio…