#AI investment
48 stories taggedAI investment · page 3 of 4.
Big Tech's AI bets are making corporate profits look much bigger than they are
Microsoft, Amazon and Alphabet booked billions in paper gains from their stakes in Anthropic, OpenAI and SpaceX. Strip those out and earnings growth looks a lot more ordinary.
SpaceX Reports Record Revenue but Shocks Investors With $16 Billion AI Spending Bill
The rocket company beat earnings expectations by a wide margin, then watched its share price drop 10 percent after revealing it spent nearly $16 billion on AI infrastructure in a single quarter.
Chinese chip firm CXMT soars 466% on debut, rattling Western AI investors
A single stock market listing in Shanghai sent shockwaves through the global chip industry last week. Here is what happened and why it matters.
A 24-Year-Old's AI Hedge Fund Just Lost $35 Billion. Here's How It Happened.
Situational Awareness LP bet everything on artificial intelligence stocks, called it obvious, and watched its value collapse from $45 billion to $10 billion in a matter of weeks.
Jim Cramer Says Nvidia's AI Financing Deals Smell Like the Dot-Com Bubble
The veteran market commentator is not predicting a crash, but he sees a worrying pattern: a chip giant lending money to the very customers buying its chips.
Microsoft made more from Anthropic in one quarter than from OpenAI all year
Fresh earnings figures show Microsoft's bet on Anthropic is paying off fast, while its older stake in OpenAI had a rough three months.
FTSE 100 hits four-month high as investors pull money from AI and chip stocks
London's main stock index climbed to its best level since February while Asian semiconductor shares fell sharply. What's driving the shift, and what does it mean for ordinary investors.
AI's Money Problem: Google's Ballooning Costs Spook Investors Across the Whole Industry
Google admitted it will spend up to $205 billion this year, more than its previous top-end forecast. That miscalculation is rattling investors, and the pressure is spreading to every major AI company.
Apple hits $5 trillion as investors ditch AI stocks
The iPhone maker briefly topped a $5 trillion market value on Tuesday, becoming only the second company in history to hit that mark, as money poured out of AI and chip stocks into perceived safer bets.
AI Chip Stocks Tumble as Investors Worry About the Cost of the AI Boom
Samsung and SK Hynix each lost more than 10% of their value in a single day, dragging South Korea's stock market to a three-month low, as doubts grow about how AI companies will pay for their massive data centre build-outs.
Nvidia Reveals a 9.3% Stake in Nebius, and the Stock Jumps 7%
The chip giant is backing Europe's fastest-growing AI cloud company with real money. Here's what that means and why investors are paying attention.
Three Harvard Dropouts Just Raised $300 Million to Build the AI Chip That Rivals Keep Calling Impossible
Etched hit a $10.3 billion valuation in seven months by betting that specialised AI chips could beat general-purpose ones on speed and cost. Here is what that means for anyone who pays to run AI.
AMD Is Betting Up to $5 Billion on Anthropic and Its Claude AI
The chipmaker will supply massive computing power to the maker of Claude, and in return will use Claude to help write its own software.
The only company that makes AI's most important machine just raised its sales forecast again
ASML, the Dutch firm that builds the chip-printing machines the entire AI industry depends on, now expects up to 45 billion euros in sales this year, a forecast it has already lifted twice.
Apple passes Nvidia to become the world's most valuable company again
A 3.5% drop in Nvidia's share price on Friday was enough to hand Apple back the top spot, and it signals that Wall Street is starting to question whether the AI spending boom can keep going at its current pace.