Amazon Drops What Macro? Pressure Weighs on AMZN Stock
Amazon stock fell about 3% on Friday as macro uncertainty and doubts about a $200B AI capital plan for 2026 weigh on ...
AI Spending
Browse the AI Spending tag to see 4 timely articles that explore how AI budgets affect stocks, costs, and personal finance, so you can invest smarter and protect wealth.
8 articles
Microsoft’s Worst Start Since 2008: Buy the Dip?
Microsoft kicks off 2026 with a rough start as earnings beat clashes with a surge in capital expenditures. Traders de...
Efficiency Costs: Meta Eyes 20% Job Cuts to Fund AI
Meta Platforms is considering cutting up to 20% of its workforce to fund AI infrastructure through 2028. The move mir...
Cuggino Likes Meta Cost Discipline Amid AI Spending
Permanent Portfolio's Michael Cuggino argues Meta can invest heavily in AI without sacrificing profits. He emphasizes...
Stock Market Today, Mar. 5: Nvidia Edges Higher on AI Demand
On Mar. 5, Nvidia nudges higher as investors weigh AI data-center spending and long-term earnings prospects. This sto...
Does AMD Have an OpenAI Problem? A Practical Investor Guide
Investors are weighing AMDs AI bets against its OpenAI ties and the broader AI spending boom. This guide breaks down ...
Fed Staff More Worried About Stocks as AI Spending Expands
Federal Reserve staff are more worried about stock prices than tech debt as AI-driven spending drives bond issuance a...
Only Stocks Need Capitalize: 3 AI Winners for 2026
Artificial intelligence is reshaping capital flows across tech and beyond. This guide identifies three core AI infras...