Tag Archives: CNBC

AWS’ custom chip strategy should aid cloud reacceleration, which investors see as key to getting the stock back on track.

Alphabet shares continued its decline on Thursday after the company said it would hugely increase its AI spending in 2026.

Alphabet expects capital expenditure for 2026 to come in between $175 billion and $185 billion — at the higher end, capex will more than double from last year.

At least six major Chinese electric car brands reported a sharp sales drop in January from December, according to CNBC’s analysis.

The U.S. is mobilizing allies into a preferential trade bloc for critical minerals as part of efforts to counter China’s dominance in the market.

Chinese technology stocks have slid into bear market territory, marking a sharp reversal from last year’s rally.

Sony posted a stronger-than-expected rebound in operating profit for the December quarter and lifted its full-year forecast.

Shares of UK-based semiconductor designer Arm Holdings fell in aftermarket trading, despite the company posting record revenues amid AI demand.

Alphabet expects capital expenditure for 2026 to come in between $175 billion and $185 billion — at the higher end, capex will more than double from last year.

The search giant’s proposed capex spend for 2026 exceeds that of its hyperscalers peers.