Big Tech’s $200 Billion AI Spending Spree Could Make or Break Wall Street’s Rally

Big Tech’s $200 Billion AI Spending Spree Could Make or Break Wall Street’s Rally

America’s largest companies are preparing record AI budgets for 2026, with Microsoft, Amazon, and Google leading a $200 billion infrastructure buildout. Analysts warn this next wave of spending will test whether the AI-fueled stock market boom can actually last.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Avsnitt(1028)

U.S. Government Shutdown Freezes Billions in Deals as Businesses Wait on Washington

U.S. Government Shutdown Freezes Billions in Deals as Businesses Wait on Washington

The federal shutdown is stalling IPOs, mergers, and drug approvals as agencies like the SEC and FDA grind to a halt. Companies across biotech, energy, and finance face costly delays with billions in g...

5 Okt 20255min

High-Growth Tech Stocks Are Exploding This Month

High-Growth Tech Stocks Are Exploding This Month

Investor money is pouring into AI, semiconductor, biotech, and cloud software stocks at record levels this month. Nvidia leads the charge, but second-tier chipmakers and AI-driven biotech firms are se...

5 Okt 20255min

Wall Street Says Tech’s Next Boom Is Hiding in Plain Sight

Wall Street Says Tech’s Next Boom Is Hiding in Plain Sight

Analysts are calling mid-cap and overlooked tech stocks the “undiscovered gems” of today’s market, poised to soar as interest rates drop. With AI fueling massive infrastructure spending, smaller tech ...

5 Okt 20255min

Big Tech Now Runs the World? How Apple, Google, and Meta Quietly Took Political Power

Big Tech Now Runs the World? How Apple, Google, and Meta Quietly Took Political Power

Tech giants aren’t just selling gadgets—they’re influencing elections, shaping culture, and even steering wars. Here’s how Big Tech became the new global superpower without ever being voted in. Get th...

5 Okt 20256min

Seattle’s GeekWire Is Quietly Shaping the Future of U.S. Tech & AI

Seattle’s GeekWire Is Quietly Shaping the Future of U.S. Tech & AI

GeekWire has become the go-to outlet for breaking down billion-dollar acquisitions, AI lawsuits, and corporate shakeups in U.S. markets. From Amazon and Microsoft to OpenAI and Anthropic, they’re shap...

5 Okt 20255min

a16z Reveals Startups’ #1 AI Obsession—And the Hidden Payments Crisis No One Saw Coming

a16z Reveals Startups’ #1 AI Obsession—And the Hidden Payments Crisis No One Saw Coming

Andreessen Horowitz’s latest report shows over 60% of new startups are AI-first, but many are struggling with outdated payment rails. From global billing headaches to trust gaps, the next billion-doll...

5 Okt 20256min

Ray Wu on AI Investment and the Web3 Frontier

Ray Wu on AI Investment and the Web3 Frontier

The intersection of AI and Web3 is opening new opportunities for investors, builders, and innovators. In this episode, Ray Wu shares his insights on where capital is flowing, how decentralized systems...

5 Okt 202524min

Spotify Cracks Down on AI Music

Spotify Cracks Down on AI Music

Spotify is taking a bold stance on AI-generated music, tightening policies that could reshape the future of streaming. In this episode, featuring the Make Music Podcast, we unpack why Spotify is makin...

5 Okt 202521min

Populärt inom Teknik

uppgang-och-fall
natets-morka-sida
elbilsveckan
market-makers
rss-elektrikerpodden
rss-laddstationen-med-elbilen-i-sverige
skogsforum-podcast
rss-technokratin
developers-mer-an-bara-kod
rss-it-sakerhetspodden
rss-fabriken-2
rss-veckans-ai
rss-snacka-om-ai
bli-saker-podden
effekten-digitalisering-kunskap
bilar-med-sladd
gubbar-som-tjotar-om-bilar
bosse-bildoktorn-och-hasse-p
hej-bruksbil
rss-relevance-digital-marknadsforing-med-fokus-pa-e-handel