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Total 62 articles

Amazon's $200B AI Bet Triggers 11% Stock Plunge as Wall Street Questions Returns
EconomyEN
Amazon's $200B AI Bet Triggers 11% Stock Plunge as Wall Street Questions Returns

Amazon's massive $200 billion capex plan for 2026 spooked investors despite strong Q4 results, highlighting the tension between AI investments and short-term profitability.

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SP
Seoyeon Park
Big Tech's $660bn AI Bet: Innovation or Bubble 2.0?
EconomyEN
Big Tech's $660bn AI Bet: Innovation or Bubble 2.0?

Tech giants are pouring unprecedented amounts into AI infrastructure, sparking debate about whether this massive spending spree represents the future or another bubble.

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SP
Seoyeon Park
Big Tech's $200 Billion AI Gamble Sparks Market Reckoning
EconomyEN
Big Tech's $200 Billion AI Gamble Sparks Market Reckoning

Amazon's massive $200B capex projection triggers tech sell-off as investors question AI spending spree. Is this rational investment or dangerous bubble territory?

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SP
Seoyeon Park
PRISM

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KKR Sees Gold in AI's Growing Pains
EconomyEN
KKR Sees Gold in AI's Growing Pains

Private equity giant KKR views AI market volatility as opportunity, betting on infrastructure and talent amid tech sector turbulence in 2026.

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SP
Seoyeon Park
The $500 Billion Question: Is Big Tech's AI Bet Too Big?
EconomyEN
The $500 Billion Question: Is Big Tech's AI Bet Too Big?

US stocks tumble as Alphabet doubles AI spending and software fears spread. Are we witnessing the end of the AI gold rush or just growing pains?

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SP
Seoyeon Park
How America's 200-Year Marketing Scam Built an Economy—And Why AI Is Using the Same Playbook
EconomyEN
How America's 200-Year Marketing Scam Built an Economy—And Why AI Is Using the Same Playbook

From underwater Florida lots to AI data centers, boosterism has shaped American growth for centuries. But who really pays the price?

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SP
Seoyeon Park
Google's $185B AI Bet: Why Investors Aren't Buying It
EconomyEN
Google's $185B AI Bet: Why Investors Aren't Buying It

Alphabet announces massive $185B AI spending for 2026 despite beating Q4 earnings. Stock drops as investors worry about profitability over AI infrastructure costs.

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SP
Seoyeon Park
PRISM

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Google's $185B AI Bet Spooks Investors Despite Cloud Growth
EconomyEN
Google's $185B AI Bet Spooks Investors Despite Cloud Growth

Alphabet plans to double capex to $185B for AI infrastructure, but shares fell 3% as investors question profitability. The AI investment race reveals a growing tension between growth and returns.

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SP
Seoyeon Park
Alphabet's $100B Bet: Why Google's Doubling Down on 2026
EconomyEN
Alphabet's $100B Bet: Why Google's Doubling Down on 2026

Alphabet signals 2026 capital spending could double as cloud business booms. With AI infrastructure costs soaring, is this growth strategy or desperation?

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SP
Seoyeon Park
Google Cloud Soars 48%, But Alphabet Stock Falls 3%
EconomyEN
Google Cloud Soars 48%, But Alphabet Stock Falls 3%

Alphabet beats earnings expectations with cloud revenue surging 48%, yet investors worry about massive AI spending plans. Here's why Wall Street isn't celebrating.

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SP
Seoyeon Park
Google's $175 Billion Bet: When AI Success Meets Infrastructure Reality
EconomyEN
Google's $175 Billion Bet: When AI Success Meets Infrastructure Reality

Alphabet delivered stellar Q4 results but shocked investors with massive 2026 capex plans. What happens when AI growth meets infrastructure-scale spending?

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SP
Seoyeon Park
PRISM

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A16z Drops $15B: Where Silicon Valley's Biggest Bet Is Really Going
TechEN
A16z Drops $15B: Where Silicon Valley's Biggest Bet Is Really Going

Andreessen Horowitz raises massive $15B fund with $1.7B dedicated to AI infrastructure. What this reveals about the future of artificial intelligence investing.

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DH
Doyun Han
PRISM

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