The AI Capex race is real, and it is changing how Big Tech is valued. Alphabet, Microsoft, and Amazon are spending heavily, not because they can afford to, but because they must. Nvidia’s $4 ...

Stephen Roach thinks the outcome of the AI race between China and the US will likely come down to which government invests ...

Trump urges US tech firms to stop hiring foreign workers, especially from India and China, advocating for job creation at ...

Vanguard VGT ETF's top tech holdings are poised for AI-driven growth. See why we recommend waiting for a meaningful pullback ...

This week, I take a look at the surprisingly strong state of Google, Meta gets a new chief AI researcher, and more. If you ...