Tech's megacaps announced major increases in capex for 2026, with the four hyperscalers now expecting combined spending of close to $700 billion. Reaching those numbers is going to mean a big drop in
Four of the biggest US tech companies have forecast capital expenditures that will reach about $650 billion in 2026 for new data centers and gear, underscoring just how quickly the AI race is accelera

Wall Street Roundup: Risk Off

01:25pm, Friday, 06'th Feb 2026
Risk-off sentiment is driving sharp sell-offs in Bitcoin and major software stocks, with investors reallocating away from stretched tech valuations. AI-driven CapEx arms race at Alphabet (GOOGL) and A
Meta Platforms (META 1.86%) is rebuilding its growth story through AI-driven advertising and disciplined cost cuts. With analysts forecasting significant upside, this stock could be entering a powerfu
Meta Platforms' latest quarterly update was strong. The company has several opportunities that could help catapult it to a $4 trillion valuation by 2032.

EU Warns TikTok Over Addictive Design Risks

10:45am, Friday, 06'th Feb 2026
Meta Platforms (META) rival TikTok just ran into one of its toughest regulatory moments in Europe, with EU officials warning that the app's design may be active
The spending planned by four of the biggest US technology companies together on capital expenditures is expected to reach about $650 billion in 2026. A tide of cash is earmarked for new data centers a

Rowan Street's 2025 Year-End Portfolio Review

10:36am, Friday, 06'th Feb 2026
Rowan Street's 2025 Year-End Portfolio Review
The tech giant just announced a big step up in its artificial intelligence (AI) spending plans. That move should have a meaningful impact on Meta Platforms' 2026 financial results.

First Look: Amazon's $200B AI Bet, Tech Rout

07:37am, Friday, 06'th Feb 2026
Stock News Amazon hikes AI capex: Amazon (AMZN) warned 2026 capital expenditures will surge to about $200 billion, focused largely on AWS and AI infrastructure,
Big Tech companies have seen over $1 trillion wiped from their stocks, according to FactSet data. Fears over AI spending sparked the sell-off.
Investors are being forced to recalibrate expectations as Alphabet (GOOG), Amazon (AMZN), Meta (META) and Microsoft (MSFT) collectively project capital expendit
Meta and Microsoft are both focusing on AI and investing in infrastructure buildouts. These companies also built strong businesses prior to the AI boom.
The Magnificent Seven stocks erased nearly $3 trillion of market value as heavyweight tech names slid on investor worries about escalating AI spending and risin

Meta Tests Standalone AI Video App Vibes

06:37am, Friday, 06'th Feb 2026
Meta (META) is testing another idea to see where AI powered content might really stick, this time with a standalone app built entirely around AI generated video
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