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Microsoft Slides 22% in Six Months as Heavy AI Outlays Meet Stabilizing Azure Growth

A valuation reset reflects investors prioritizing returns on a $37.5 billion capex surge.

IREN to Join MSCI USA Index on Feb. 27 as It Pivots to AI Cloud

Equinix Raises 2026 Sales Outlook Above Estimates on AI Data-Center Demand

Datadog Jumps on Q4 Beat as FY2026 Outlook Stays Cautious

Cloudflare Jumps After Q4 Beat and Higher Sales Outlook on AI-Fueled Demand

Amazon Doubles Down on AI With $200 Billion 2026 Capex as AWS Growth Holds

Alibaba Releases Open-Source RynnBrain to Power Real-World Robots

Microsoft Tests High-Temperature Superconductors to Boost Datacenter Power Density

Nebius to Acquire Tavily to Add Real-Time Agentic Search to Its AI Cloud

Amazon’s $200 Billion 2026 AI-Cloud Capex Sends Shares Down 9% as Targets Are Cut

Microsoft Delists Lens From iOS and Android App Stores Today

Alphabet Reveals YouTube as a $60 Billion Business, Sets 2026 AI Capex at $175–$185 Billion

Tech Selloff Deepens After Amazon Unveils $200 Billion 2026 Capex and Alphabet’s Bigger AI Bill Rattles Markets

Microsoft Reorganizes Security Leadership as Gallot Returns, Bell Shifts to Engineering Quality

Varonis to Acquire AllTrue.ai to Add AI TRiSM Controls to Its Data Security Platform

Alphabet Set to Report Q4 Results as Investors Eye AI Payoff

AWS Lands Three-Year Prosus Cloud–AI Deal Valued in the Hundreds of Millions

IBM’s Q4 Beat Spurs Target Hike to $330 as Valuation Debate Intensifies

Google Cloud and Liberty Global Sign Five-Year AI Partnership in Europe

Nvidia Pours $2 Billion Into CoreWeave, Lifting Stake to 11.5% to Back 5 GW AI Buildout