#AI Investment

Court documents from Musk v. Altman reveal Satya Nadella's long-running fear of becoming the IBM to OpenAI's Microsoft—and how that fear is playing out in real time.

Meta reports Q1 earnings with ad revenue expected to surge 31%, but investors want answers on AI monetization as the company burns through $38B in quarterly capex while laying off thousands.

Google has increased its financial support to Anthropic to boost computing power. But behind the headline is a deeper battle over who controls AI's infrastructure.

Nvidia closed at an all-time high as Intel posted its best day since 1987. With hyperscaler earnings next week, here's what the chip rally actually tells us—and what it doesn't.

Amazon has poured an additional $5 billion into Anthropic, bringing its total stake to $13 billion—with up to $20 billion more on the table. Here's what the deal really signals about the AI infrastructure race.

OpenAI named Microsoft as a key business risk in a document shared with investors during its latest $120B funding round — offering a preview of what's coming in its IPO filing.

Atlassian is eliminating 10% of its workforce — about 1,600 people — to fund AI investment. As software stocks crater under AI pressure, this could be a blueprint other companies follow.

Over 30 startups hit unicorn status in just two months of 2026. AI is the catalyst, but healthcare, crypto, and robotics are quietly stealing the show.

Global Brain partners with Techstars to launch a $200M fund targeting non-Japanese startups. The move reveals more about Japan's startup ecosystem than it does about any single deal.

Why billions in AI funding isn't reaching certain SaaS startups. VCs reveal what they're avoiding and what they're seeking in the new AI landscape.

Major tech companies face investor skepticism as massive AI spending fails to deliver expected returns, triggering sharp stock declines across the sector.

Nvidia stands alone as the only megacap stock gaining this year. Behind the $700B AI spending spree, who are the real winners and losers?