clear

Catalyst pipeline

Tech Giants Break AI Capex Records

Amazon, Google, Microsoft, and Meta are investing record amounts in artificial intelligence through capital expenditures primarily for data center expansion. This continued spending signals sustained growth in the tech sector despite broader economic uncertainties.

NYT TECH ·Apr 29, 2026 · MSFT

Live news · Google News

Yahoo Finance

Coinbase & Cloudflare's AI-driven layoffs might not be rewarded
Cloudflare (NET) announced a round of layoffs, following Coinbase's (COIN) similar announcement at the beginning of the week. Yahoo Finance Senior Business Reporter Ines Ferré, Yahoo Finance Senior Reporter Brooke DiPalma, and EMJ Capital founder and president Eric Jackson chat with Yahoo Finance's
Yahoo Finance Video · 2026-05-08
ServiceNow Aims To Be Enterprise AI Control Plane After Knowledge 2026
ServiceNow (NYSE:NOW) used its Knowledge 2026 conference to roll out Project Arc with NVIDIA, targeting secure autonomous AI agents across enterprise workflows. The company expanded its AI Control Tower for stronger AI governance and introduced ServiceNow Otto, a conversational AI spanning the full
Simply Wall St. · 2026-05-08
Why Memory-Chip Stocks Are Top Of Mind For Investors
Memory-chip stocks rallied on Friday amid heightened spending on AI data centers. Micron stock and Sandisk both hit record highs.
Investor's Business Daily · 2026-05-08