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AI Giants Face High Stakes as Earnings Season Hits

Microsoft, Alphabet, Amazon, and Meta now face intense scrutiny over their record-breaking infrastructure investments. These “hyperscalers” expect to spend over $600 billion this year on essential AI-related data centers. Investors increasingly question
29/04/2026

Big Tech Faces $600 Billion AI Profitability Test

Investors demand clear evidence that massive capital expenditures actually translate into sustainable profit growth for shareholders. Alphabet, Microsoft, Meta, and Amazon must justify these costs through enhanced cloud computing and advertising returns.
28/04/2026

SpaceX IPO Grants Elon Musk Firm Control Over Board

The company will operate under “controlled company” status after its anticipated $1.75 trillion market debut this summer. This structure removes requirements for a majority of independent directors and independent compensation or nomination
23/04/2026

Marvell Stock Jumps on Google AI Chip Deal Talks

Alphabet’s Google reportedly negotiates with Marvell to develop two custom chips for more efficient AI model performance. The proposed deal includes a memory processing unit and a next-generation tensor processing unit for
20/04/2026
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