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Citi highlights AI's potential to reshape inflation dynamics and productivity, posing critical questions for monetary policy and economic stability, per Warsh.
AI is set to unlock US$5 trillion globally. Hyperscalers lead investment in cloud infrastructure, driving economic growth and market shifts.
New OGE documents detail Trump's 2026 stock transactions with $AMZN, $AAPL, $MSFT, $NVDA, $BA, and $UBER, valued in the millions. Assets held in a revocable trust.
OpenAI, in partnership with Qualcomm, MediaTek, and Luxshare, is developing an AI-centric smartphone for early 2027, aiming to redefine mobile computing.
Analysis highlights 7 Nasdaq-listed companies with significantly higher growth potential compared to established mega-cap technology firms, driven by innovation and market positioning.
Microsoft CEO Satya Nadella defended the company's lucrative OpenAI investment amid Elon Musk's lawsuit, highlighting its growth to $135B and profit-sharing caps.
Big Tech executives engage Vatican on AI ethics, moral limits of digital revolution. Explore market implications for technology stocks and responsible innovation.
A new study reveals Harvard and Stanford lead in producing billionaires, with alumni like Mark Zuckerberg ($META) and Larry Page ($GOOGL) driving significant wealth creation.
Vinland Capital shifts to 'buy and trade', rotating its portfolio. Reduces Brazil equity exposure, favors defensive sectors and names like $EQTL3, $ALOS3, $MSFT.
Sony Interactive Entertainment ($SONY) shifts PlayStation Plus content strategy, announcing a new game for May 2026 months in advance, signaling a new approach.
Alphabet ($GOOGL, $GOOG) reported Q1 2026 revenue of $110B, beating estimates, driven by a 22% YoY increase and 63% growth in Google Cloud, signaling strong AI momentum.
NY futures show volatility as Brent crude surges past $126/barrel, hitting a 4-year high, while Big Tech earnings shape global market sentiment.
China's NDRC blocked $META's $2B acquisition of AI startup Manus, citing tech transfer concerns. The move escalates US-China tech rivalry ahead of presidential talks.
Microsoft ($MSFT) initiates voluntary retirement program, targeting a ~7% workforce reduction to fund strategic AI investments. Impact on tech sector examined.
Elon Musk withdrew most fraud allegations against OpenAI and Sam Altman, narrowing his lawsuit ahead of trial. Microsoft's investment in OpenAI remains a key point.