The cost of building AI is hitting astronomical levels, with Microsoft and Meta leading a massive capital spending spree. Investors, however, are picking clear winners and losers based on the bottom line.
Microsoft posted strong Q2 FY26 results, beating revenue and earnings estimates. Yet the stock dropped 6% after hours as Azure’s growth didn’t provide the upside needed to justify massive AI spending. The market wants better monetization of those investments.
In a CNBC interview, YouTube CEO Neal Mohan outlined the leadership philosophy driving the platform. He argues success comes from prioritizing creators and product over immediate monetization.
Newly released legal documents expose how social media giants internally discussed recruiting young users. The papers show a clear focus on teen growth alongside concerns about safety and compulsive use.
The Stop Killing Games petition has officially validated over 1.29 million signatures from EU citizens. This forces the European Commission to review the proposal for new consumer protection laws regarding game shutdowns.
The Trump administration is planning a massive $1.6 billion investment in US Rare Earth. The move aims to reduce America’s heavy reliance on China for processed minerals essential for EVs, AI, and weapons systems.
Microsoft confirmed it provided BitLocker recovery keys to the FBI under a legal order. This highlights the critical, often-overlooked risk of where you store your encryption recovery keys.
A major new survey finds companies with modernized applications are three times more likely to see a clear return on investment from AI. The catch? Most leaders wrongly think their current infrastructure is just fine.
South Africa’s CSIR has removed the login requirement for its satellite-based wildfire monitoring system. The Advanced Fire Information System (AFIS) provides half-hourly updates on active fires and a 20-year historical database. This move aims to boost public safety and firefighting preparedness.
The AI investment frenzy is hitting a wall of fiscal reality. According to a new CFO briefing, the conversation at Davos and in boardrooms has pivoted sharply from spending to proving a return on that spending. Even AI giants like Anthropic are feeling the pressure to show value.
