CNBC's Kate Rooney sits down with Apoorv Agrawal, Altimeter Capital partner, to discuss the mega-cap tech names outperforming ...

E-commerce giant Amazon reported strong earnings Thursday but, like its big tech peers Microsoft and Google, saw its stock ...

The e-commerce giant is pulling ahead of rivals in the AI investment race with plans for more than $100 billion in capital ...

Tech groups and clean power builders are partnering to co-locate data centers and power generation to reduce permitting and ...

Chinese artificial intelligence (AI) start-up DeepSeek sent shockwaves through the U.S. tech sector after its cost-effective, ...

Still, it is a far cry from the $250 billion analysts estimate big U.S. cloud companies ... While the price of using AI ...

Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by ...

France will host the Artificial Intelligence Action Summit, with heads of state flocking to Paris to meet global tech leaders ...

Alphabet's fourth-quarter earnings showed slowing growth in its Cloud Services business and a bigger-than-expected capex ...

Meta, Microsoft, Amazon and Alphabet are planning on spending $320 billion this year, with a primary focus on boosting their AI products ...

DeepSeek’s disruption signals that the U.S. needs more competition, not Big Tech dominance, to be the world's AI leader ...

Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek ...