AI Giants Face Reckoning: Q4 Earnings Will Decide If AI Capex Pays Off

AI giants face a reckoning after record spending — the earnings season that will decide the AI rally Wall Street has bet heavily on AI. With global equities trading at rich multiples that assume continued growth, the Q4 2025 earnings season will show whether billions of dollars in AI capex turn into real profits — […]

Tech Giants Thrive Amid AI Rivalry as S&P 500 Nears Record High: Meta, Nvidia, Microsoft Lead

Tech Giants Rise Above AI Disruption as S&P 500 Nears Record High The resilience of the tech industry has once again taken center stage, as established US tech giants rebound strongly amid the growing influence of new AI competitors. With the S&P 500 approaching record highs, the performance of key players, including Meta, Microsoft, and […]