Big Tech’s Anthropic and OpenAI stakes distort corporate earnings
India Prime Minister Narendra Modi, left, with OpenAI CEO Sam Altman, center, and Anthropic CEO Dario Amodei at the AI ...
Monday, October 26, 2026
Tag: Techs
Big Tech’s $2.7 trillion AI bill comes due: Chart of the Day
The "Magnificent Seven" plus Broadcom (AVGO) and Oracle (ORCL) have lost roughly $2.7 trillion in market value in June, according ...
Big Tech’s $700 billion AI spending spree has no clear end in sight
Welcome to Eye on AI, with AI reporter Sharon Goldman. In this edition: SoftBank plans to list a new AI ...
HCL Tech’s margins and constant currency growth to remain under pressure: Aditya Shah
The latest quarterly numbers of HCL Tech have sparked a measured response from market watchers, with a tone that leans ...
The hidden menace behind Big Tech’s AI arms race: Meta, Amazon and others are spending billions on hardware that’s worthless in 3 years
There’s a wild paradox in the middle of the biggest story in tech right now. The GPUs and other essential ...
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