Alphabet resets the bar for AI infrastructure spending
The search giant’s proposed capex spend for 2026 exceeds that of its hyperscalers peers.
South Korea’s Kospi leads declines in Asia, tracking Wall Street tech sell-off; Topix retreats from record
In Asia, investors are keeping an eye on tech and tech-related stocks in the region for any spillover.
Hedge funds made $24 billion shorting software stocks so far in 2026 — and they are increasing the bet
Hedge funds are increasing their short bets against software stocks, contributing to the brutal sell-off in the space so far this year, according to sources at two major funds on Wall Street.
Bitcoin bleeds for second straight day, nearly grazes $72,000
Bitcoin sank as low as $72,096.20 on Wednesday, marking its second consecutive day breaking below the $73,000 level.
Software stocks are selling off, but this big name may be worth another look, charts show
Software stocks have been suffering as fears of disruption from artificial intelligence rattle the industry, but one name is testing an uptrend line.
Oil prices jump after Trump says Iran supreme leader ‘should be very worried’
President Donald Trump has threatened to launch military strikes on Iran if the Islamic Republic doesn’t agree to a deal on its nuclear program.
Google parent beats on revenue, projects significant AI spending increase
Alphabet beat on the top and bottom lines in its fourth-quarter earnings report, and said it expects to significantly increase spending on AI in 2026.
U.S. plans critical mineral price floors with Mexico, EU and Japan
The Trump administration has put critical minerals at the heart of its trade and industrial policies in an effort to reduce dependence on China.
Alphabet earnings are out after market close. Here’s what Wall Street is watching
Analysts are betting on solid growth within Alphabet’s cloud and search businesses. They’re also expecting Meta’s strong results to give Alphabet a lift.
AMD falls 17%, posts worst day since 2017 as Lisa Su addresses guidance concerns
The CEO said that the data center business has risen from the fourth to first quarter and demand for the company’s CPUs is “going gangbusters.”
