AI Investment
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financeMorgan Stanley Strategist Bets on Stocks Over Bonds
Morgan Stanley's chief cross-asset strategist sees a 'risk-on' environment for equities through 2026, favoring US stocks over fixed income.
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financeU.S. GDP Surges 2% in Q1 2026, AI and Federal Spending Fuel Rebound
The US economy grew 2% in Q1 2026, driven by AI investment and government spending, surprising markets that had priced in sub-1% growth.
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financeMeta Platforms Predicted to Hit $740 by April 2026 on AI Boom
Prediction markets see a 100% chance Meta hits $740 by April 2026, driven by record AI investment and strong corporate earnings.
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techGoogle and Microsoft Surge on AI Earnings as OpenAI Misses Targets
Google and Microsoft reported AI-driven revenue growth in Q1 2026, while OpenAI missed projections, reshaping the competitive landscape among U.S. tech giants.
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techMeta Cuts Hundreds Amid AI Cost Pressures
Meta Platforms is laying off hundreds of employees across Reality Labs, social media, and recruiting as it manages soaring AI investment costs.
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financeGrantham Warns: AI Investment Boom Risks Overvaluation
Expert investor Jeremy Grantham cautions against the AI investment bubble, drawing parallels to historical market bubbles.
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techXiaomi to Pour $8.7B Into AI Development
Xiaomi's CEO Lei Jun announces a massive AI investment push with the unveiling of MiMo-V2-Pro.
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financeSalesforce Misses Revenue Targets Amid AI Investment, Shares Dip
Salesforce forecasts fiscal 2027 revenue below expectations, signaling cautious enterprise spending. Shares fell as the company prioritizes AI platform growth.