Microsoft

Business

Amazon in Advanced Talks to Invest Up to $50 Billion in OpenAI, Signaling Major AI Ambitions

Amazon is reportedly negotiating a landmark investment of up to $50 billion in OpenAI, a move that would reshape the AI landscape and intensify its cloud rivalry with Microsoft and Google. The potential deal highlights the soaring costs of competing in generative AI and could redefine Amazon Web Services' strategy.

Jan 30, 2026

Business

From Bitcoin to AI: IREN's Strategic Pivot Gains Momentum as Anthropic's $20B Raise Highlights Infrastructure Demand

Fueled by a landmark $20 billion funding round for AI firm Anthropic, infrastructure provider IREN is seeing its strategic shift from cryptocurrency mining to AI data centers validated by investors. With a key Microsoft partnership and surging capital flows into AI, the company's stock performance reflects a broader market reassessment of its role in high-performance computing.

Jan 30, 2026

Business

Asian Markets Retreat as Wall Street's Wild Ride Casts a Shadow

Asian equities broadly declined on Friday, taking cues from a volatile U.S. session marked by a historic plunge in Microsoft shares. The sell-off extended to commodities, with oil and precious metals also losing ground.

Jan 30, 2026

Business

Beyond Nvidia: How Broadcom and TSMC Are Carving Out the Next Frontier in AI Chips

As tech giants scramble to curb soaring AI costs, a strategic pivot toward custom silicon is reshaping the competitive landscape, with Broadcom's design prowess and TSMC's manufacturing dominance creating a powerful new axis of influence.

Feb 2, 2026

Business

AI's Market Frenzy: Three Red Flags Suggesting a Bubble Is Brewing

While AI continues to fuel a historic market rally, a closer look reveals troubling signs of overheating, from staggering capital expenditures to questionable monetization and complex financial engineering.

Feb 2, 2026

Business

Arista Networks Soars as Cloud and AI Infrastructure Demand Fuels Growth

Giverny Capital's latest investor letter highlights Arista Networks as a standout performer, driven by strong earnings and strategic positioning in the high-speed networking sector crucial for AI and cloud expansion.

Feb 2, 2026

Business

Precious Metals Rout Rattles Global Markets as Investors Seek Shelter

A sharp sell-off in gold and silver, alongside falling oil prices, has sparked volatility across global markets at the start of a week packed with major earnings and central bank decisions.

Feb 2, 2026

Business

Quantum Computing's AI Play: A Deep Dive into the High-Stakes Race Between IonQ and D-Wave

In the shadow of tech giants, two quantum computing specialists, IonQ and D-Wave Quantum, are vying for investor attention with distinct approaches to AI. While both remain speculative bets, a closer look at their technology, finances, and market position reveals one as a potentially less volatile choice for those venturing into this frontier.

Feb 2, 2026

Business

Nvidia's Landmark $100 Billion OpenAI Deal Hits Roadblocks Amid Strategic Rethink

A landmark investment proposal between AI titans Nvidia and OpenAI has stalled, with both companies reassessing terms amid internal concerns and a shifting competitive landscape, according to a Wall Street Journal report.

Feb 2, 2026

Business

Oracle Bets Big on Cloud: Tech Giant Seeks $50 Billion to Fuel AI Infrastructure Race

Oracle announces plans to raise up to $50 billion in 2026 through debt and equity to massively expand its cloud data centers, aiming to meet surging demand from AI leaders like Nvidia, OpenAI, and xAI.

Feb 2, 2026

Business

NetEase Shares Dip: A Buying Opportunity or a Sign of Deeper Challenges?

Following a significant pullback, NetEase (SEHK: 9999) shares are trading at levels that some analysts deem undervalued. We examine the financial models, peer comparisons, and the broader sector headwinds facing the Chinese gaming giant to assess if the current price presents a strategic entry point for long-term investors.

Feb 2, 2026

Business

Bloomberg Strategist Warns of 2008-Style Market Unwind, Sees Bitcoin Plunging to $10,000

A hawkish Fed nominee and geopolitical tensions trigger a broad market sell-off, with one analyst forecasting an 87% collapse in Bitcoin from current levels.

Feb 2, 2026

Business

ServiceNow Doubles Down on Practical AI Integration Amid Market Scrutiny

ServiceNow accelerates its push into real-world AI automation, expanding key partnerships and retooling its global partner ecosystem to embed AI agents directly into enterprise workflows, as the company seeks to translate AI investment into tangible business value under investor pressure.

Feb 2, 2026

Business

Capgemini Sells U.S. Government Arm, Citing Regulatory Hurdles and Strategic Misalignment

French IT giant Capgemini initiates the sale of its U.S. federal subsidiary, Capgemini Government Solutions, attributing the move to restrictive oversight rules for classified contracts and a desire for strategic focus.

Feb 2, 2026

Business

Meta's Bold AI Bet Fuels Stock Surge: Analysts Weigh In on Future Trajectory

Meta Platforms' shares soared following a robust Q4 earnings beat and aggressive AI investment plans. While core advertising thrives, the company's massive capital expenditure hike raises questions about long-term payoff and competitive positioning.

Feb 2, 2026

Business

Oracle Bets Big on AI Boom, Plans $50 Billion Cloud Infrastructure Push

Oracle Corporation announced a massive $45-50 billion fundraising plan for 2026, aiming to aggressively expand its cloud infrastructure to meet surging demand from leading AI and tech giants.

Feb 2, 2026

Business

Markets on Edge: Bitcoin Retreats, Metals in Turmoil as Asia Trading Week Begins

Asian markets opened cautiously Monday as a historic metals sell-off reverberated across asset classes. Bitcoin slipped toward $75,000, while regional equities mostly fell. Investors brace for a critical week packed with corporate earnings, central bank decisions, and key economic data.

Feb 2, 2026

Business

Salesforce Secures Major U.S. Army AI Contract, Joins Wildfire Tech Coalition

Salesforce expands its enterprise footprint with a landmark $5.6 billion defense contract and a new role in an AI-driven wildfire response initiative, signaling a strategic push into mission-critical government and infrastructure sectors.

Feb 2, 2026

Business

8x8 Faces Pivotal Earnings Test Amid Cloud Sector Volatility

Cloud communications firm 8x8 (EGHT) reports Q4 earnings Tuesday after the bell, with investors weighing steady forecasts against a challenging backdrop for software stocks.

Feb 2, 2026

Business

Powering the AI Boom: How a Nuclear-Heavy Utility Is Capitalizing on Tech's Energy Crisis

As artificial intelligence drives an unprecedented surge in electricity demand, one utility company—Constellation Energy—is uniquely positioned with its vast nuclear fleet to meet the need, turning an industry-wide bottleneck into a significant growth opportunity.

Feb 2, 2026