#ai-investment
#ai-investment

1 day ago

Warren Buffett's exit as CEO doesn't mean Berkshire is going all in on AI, Greg Abel says

Warren Buffett and Greg Abel prioritize cautious investment in AI, focusing on genuine value rather than following trends.

Business

Why Did Buffett Dump Amazon?

1 day ago

Warren Buffett's exit as CEO doesn't mean Berkshire is going all in on AI, Greg Abel says

Warren Buffett and Greg Abel prioritize cautious investment in AI, focusing on genuine value rather than following trends.

Business

Why Did Buffett Dump Amazon?

more#warren-buffett

Business intelligence

fromZDNET

2 days ago

Moving from AI pilots to business-wide value requires a superhighway - how to ramp up

Companies must invest in quality data and shared workflows to scale agentic AI and achieve business-wide value.

#meta

Tech industry

Meta's $135 Billion AI Budget Could Buy Ford, GM and Chrysler Combined

fromThe Daily Upside

Meta Lags Rival Hyperscalers as Investors Grow Wary of Surging CapEx

Meta's significant investment in AI raises investor concerns despite strong revenue growth.

Tech industry

Meta is still burning money on AR/VR | TechCrunch

Tech industry

Meta cuts 8,000 jobs and cancels 6,000 open roles as $135B AI spending reshapes the company from the inside

Remote teams

Meta is laying off 10% of its entire staff next month. Read the full memo it just sent.

Artificial intelligence

Meta is cutting several hundred jobs | TechCrunch

Meta's $135 Billion AI Budget Could Buy Ford, GM and Chrysler Combined

Meta's AI spending is projected at $135 billion, underpinned by record profitability and significant revenue growth.

fromThe Daily Upside

Meta Lags Rival Hyperscalers as Investors Grow Wary of Surging CapEx

Meta's significant investment in AI raises investor concerns despite strong revenue growth.

Meta is still burning money on AR/VR | TechCrunch

Meta has lost $83.5 billion on Reality Labs over 21 quarters, averaging $4 billion in losses each quarter.

Meta cuts 8,000 jobs and cancels 6,000 open roles as $135B AI spending reshapes the company from the inside

Meta is laying off 8,000 employees and cancelling 6,000 open roles to focus on AI investments.

Remote teams

Meta is laying off 10% of its entire staff next month. Read the full memo it just sent.

Meta plans to lay off about 10% of its workforce, affecting approximately 7,800 employees, to run the company more efficiently.

Meta is cutting several hundred jobs | TechCrunch

Meta is laying off several hundred employees across various teams, including sales and Reality Labs, while investing heavily in AI.

more#meta

Half of Google's and Amazon's 'blowout AI profits' came from a stake in Anthropic-not from their actual business | Fortune

U.S. tech companies are investing heavily in AI, with $130.65 billion in capital expenditures in Q1 2026, significantly impacting profits.

Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried

Microsoft shares fell 5% despite strong Q3 earnings due to concerns over a $190 billion AI capital expenditure pledge for 2026.

fromEntrepreneur

Retirement

For the First Time, Microsoft Is Offering Voluntary Retirement to 7% of Its Workforce - Here's Why

Artificial intelligence

Microsoft to offer voluntary retirement buyouts to about 7% of the US workforce

Retirement

Microsoft's first voluntary retirement offer is a buyout dressed as a benefit

Microsoft commits A$25 billion to Australia by 2029

Microsoft announces A$25 billion investment in Australia, expanding AI infrastructure and cybersecurity initiatives, and training three million Australians in AI skills by 2028.

After Microsoft's Q1 Slide, Are the Bulls Still On Board?

Microsoft's stock is significantly undervalued compared to analyst price targets, despite strong revenue growth and consistent earnings performance.

Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried

Microsoft shares fell 5% despite strong Q3 earnings due to concerns over a $190 billion AI capital expenditure pledge for 2026.

Retirement

fromEntrepreneur

For the First Time, Microsoft Is Offering Voluntary Retirement to 7% of Its Workforce - Here's Why

Microsoft is offering early retirement to 7% of its US workforce as it invests heavily in AI infrastructure.

Microsoft to offer voluntary retirement buyouts to about 7% of the US workforce

Microsoft is offering voluntary retirement buyouts to 8,750 employees as part of its first program of this kind in response to AI investment pressures.

Retirement

Microsoft's first voluntary retirement offer is a buyout dressed as a benefit

Microsoft is offering voluntary retirement to 7% of its US workforce, targeting senior directors and below, amid significant layoffs and a hiring freeze.

Microsoft commits A$25 billion to Australia by 2029

Microsoft announces A$25 billion investment in Australia, expanding AI infrastructure and cybersecurity initiatives, and training three million Australians in AI skills by 2028.

After Microsoft's Q1 Slide, Are the Bulls Still On Board?

Microsoft's stock is significantly undervalued compared to analyst price targets, despite strong revenue growth and consistent earnings performance.

Tech industry

Amazon's cloud sales are growing the most in 15 quarters. Investors sent the stock down on AI capex fears | Fortune

fromArs Technica

Artificial intelligence

Anthropic gets $5B investment from Amazon, will use it to buy Amazon chips

fromTNW | Amazon

Artificial intelligence

Amazon puts up to $25 billion more into Anthropic

fromnews.bitcoin.com

Artificial intelligence

Amazon Invests $5 Billion More in Anthropic, Secures 10-Year AWS Deal Worth $100 Billion

Artificial intelligence

Amazon will invest up to $25 billion in Anthropic in a broad deal

Amazon vs Walmart: Which is a Better Buy?

Amazon and Walmart reported contrasting fourth-quarter results, highlighting different business strategies and growth areas.

Amazon's cloud sales are growing the most in 15 quarters. Investors sent the stock down on AI capex fears | Fortune

Amazon reported strong profit and sales growth in Q1, driven by a 28% increase in its cloud computing unit.

fromArs Technica

Anthropic gets $5B investment from Amazon, will use it to buy Amazon chips

Amazon invests an additional $5 billion in Anthropic, raising total investment to $13 billion, to support Claude AI models with more computing resources.

fromTNW | Amazon

Amazon puts up to $25 billion more into Anthropic

Amazon invests up to $25 billion in Anthropic, securing a $100 billion cloud spending commitment over the next decade.

fromnews.bitcoin.com

Amazon Invests $5 Billion More in Anthropic, Secures 10-Year AWS Deal Worth $100 Billion

Amazon invested $5 billion in Anthropic, raising total investment to $13 billion, with a $100 billion commitment to AWS over 10 years for Claude model training.

Amazon will invest up to $25 billion in Anthropic in a broad deal

Amazon invests $5 billion in Anthropic, with potential for $20 billion more, while Anthropic commits to $100 billion in AWS technologies over the next decade.

Amazon vs Walmart: Which is a Better Buy?

Amazon and Walmart reported contrasting fourth-quarter results, highlighting different business strategies and growth areas.

$1 Trillion in AI Capex Is Coming. Here Are 5 Stocks That Will Feast on the Buildout

Hyperscalers are on track to spend over $1 trillion on capex annually, driven by AI demand and significant revenue growth from major tech companies.

AI venture funding to shoot up this year as bubble looms

Investment velocity for AI in 2026 is fast, with venture capitalists eager to capitalize on potential opportunities.

Air Street Capital's $232m fund is now Europe's biggest solo GP raise

Air Street Capital's third fund at $232 million signifies a shift in European venture capital towards solo general partners.

AI venture funding to shoot up this year as bubble looms

Investment velocity for AI in 2026 is fast, with venture capitalists eager to capitalize on potential opportunities.

Air Street Capital's $232m fund is now Europe's biggest solo GP raise

Air Street Capital's third fund at $232 million signifies a shift in European venture capital towards solo general partners.

The $665 billion question: Will Big Tech's AI gamble pay off? | Fortune

Big Tech plans to invest $665 billion in AI this year, significantly increasing from previous spending levels.

Business

5 of tech's biggest names have together seen nearly $200 billion wiped off their fortunes this year as AI fever cools

Five Big Tech leaders have lost nearly $200 billion in net worth due to declining stock prices and geopolitical tensions.

The $665 billion question: Will Big Tech's AI gamble pay off? | Fortune

Big Tech plans to invest $665 billion in AI this year, significantly increasing from previous spending levels.

5 of tech's biggest names have together seen nearly $200 billion wiped off their fortunes this year as AI fever cools

Five Big Tech leaders have lost nearly $200 billion in net worth due to declining stock prices and geopolitical tensions.

Q1 2026 Big Tech earnings: $650 billion in AI capex and compute constraints

Google Cloud and AWS reported significant growth, while Meta's capex increase led to a drop in shares amid concerns over AI investment returns.

Artificial intelligence

Google CEO Sundar Pichai says AI spending still makes sense as bubble fears mount | Fortune

fromTNW | Finance

Q1 2026 Big Tech earnings: $650 billion in AI capex and compute constraints

Google Cloud and AWS reported significant growth, while Meta's capex increase led to a drop in shares amid concerns over AI investment returns.

Artificial intelligence

Google CEO Sundar Pichai says AI spending still makes sense as bubble fears mount | Fortune

more#google-cloud

Anthropic investors are being swarmed by desperate buyers. Some are getting very creative.

Investors are aggressively pursuing shares in Anthropic due to its rapid growth and demand for its AI technology.

Former OpenAI research scientist launches new AI model for Tencent

Tencent has updated its Hunyuan AI model, enhancing capabilities in reasoning and coding, while increasing its AI investment to over $5 billion this year.

5 days ago

Former OpenAI research scientist launches new AI model for Tencent

Tencent has updated its Hunyuan AI model, enhancing capabilities in reasoning and coding, while increasing its AI investment to over $5 billion this year.

fromInfoWorld

5 days ago

Former OpenAI research scientist launches new AI model for Tencent

Tencent has updated its Hunyuan AI model, enhancing capabilities in reasoning and coding, while increasing its AI investment to over $5 billion this year.

5 days ago

Former OpenAI research scientist launches new AI model for Tencent

Tencent has updated its Hunyuan AI model, enhancing capabilities in reasoning and coding, while increasing its AI investment to over $5 billion this year.

more#tencent

fromTechzine Global

OpenAI is underperforming relative to its own expectations

OpenAI faces pressure due to unmet user growth and revenue targets, raising concerns about financial sustainability and future infrastructure investments.

#google

fromTechRepublic

Anthropic Draws Google's $40B Bet in Latest AI Megadeal

Google is preparing a $40 billion investment in Anthropic to enhance AI infrastructure and support Claude's growth.

fromTechzine Global

Google plans to invest up to $40 billion in AI rival Anthropic

Google plans to invest up to $40 billion in AI company Anthropic to strengthen its position in the artificial intelligence market.

fromTNW | Anthropic

Google to invest up to $40B in Anthropic as Claude outsells Gemini in the enterprise market it needs most

Google is investing up to $40 billion in Anthropic, marking a significant commitment in the AI sector.

Google plans to invest even more money into Anthropic

Google plans to invest up to $40 billion in Anthropic, reflecting a circular deal structure in the AI industry.

Google to invest up to $40B in Anthropic in cash and compute | TechCrunch

Google plans to invest $40 billion in Anthropic to support its AI computing needs and infrastructure.

fromTechRepublic

Anthropic Draws Google's $40B Bet in Latest AI Megadeal

Google is preparing a $40 billion investment in Anthropic to enhance AI infrastructure and support Claude's growth.

fromTechzine Global

Google plans to invest up to $40 billion in AI rival Anthropic

Google plans to invest up to $40 billion in AI company Anthropic to strengthen its position in the artificial intelligence market.

fromTNW | Anthropic

Google to invest up to $40B in Anthropic as Claude outsells Gemini in the enterprise market it needs most

Google is investing up to $40 billion in Anthropic, marking a significant commitment in the AI sector.

Google plans to invest even more money into Anthropic

Google plans to invest up to $40 billion in Anthropic, reflecting a circular deal structure in the AI industry.

Google to invest up to $40B in Anthropic in cash and compute | TechCrunch

Google plans to invest $40 billion in Anthropic to support its AI computing needs and infrastructure.

more#google

Tokenmaxxing isn't an AI strategy

AI investment is significant, with costs impacting economic, environmental, and human competency aspects.

More than 90,000 tech workers have been laid off this year. But here's why companies like Microsoft are offering voluntary buyouts instead | Fortune

Tech companies are laying off employees while investing heavily in AI, with Microsoft offering voluntary buyouts to reduce workforce without traditional layoffs.

fromIntelligencer

The Downgrading of the American Tech Worker

Tech layoffs are widespread as companies shift focus to AI, raising concerns about job security and efficiency for remaining employees.

More than 90,000 tech workers have been laid off this year. But here's why companies like Microsoft are offering voluntary buyouts instead | Fortune

Tech companies are laying off employees while investing heavily in AI, with Microsoft offering voluntary buyouts to reduce workforce without traditional layoffs.

fromIntelligencer

The Downgrading of the American Tech Worker

Tech layoffs are widespread as companies shift focus to AI, raising concerns about job security and efficiency for remaining employees.

Meta cuts 8,000 jobs and Microsoft offers first-ever buyouts as Big Tech converts payroll into AI capital expenditure

Meta and Microsoft are cutting 23,000 jobs combined to invest in AI infrastructure, not due to financial distress.

Microsoft and Meta announce sweeping layoffs as they spend big on AI

Meta and Microsoft are laying off thousands while investing heavily in AI to enhance productivity and efficiency.

fromTNW | Meta

Meta cuts 8,000 jobs and Microsoft offers first-ever buyouts as Big Tech converts payroll into AI capital expenditure

Meta and Microsoft are cutting 23,000 jobs combined to invest in AI infrastructure, not due to financial distress.

Microsoft and Meta announce sweeping layoffs as they spend big on AI

Meta and Microsoft are laying off thousands while investing heavily in AI to enhance productivity and efficiency.

more#workforce-reduction

Oil crisis? IT spending de-coupled from wider war shock

The ongoing US/Israel/Iran conflict is not significantly impacting global IT spending growth forecasts.

'They're sweating': Why Japanese giants are pouring money into Silicon Valley startups | Fortune

Japanese companies are increasing investments in AI to avoid falling behind global competitors.

fromTNW | China

Stanford AI Index 2026: China narrows US lead to 2.7% while spending 23x less on AI investment

The performance gap between American and Chinese AI models has narrowed to 2.7%, despite the US investing significantly more in AI.

Wall Street CEOs keep getting pressed on AI here's what banks have said about how they're using it

Banks are investing billions in AI, transforming jobs, culture, and power dynamics on Wall Street.

Sequoia raises $7 billion for its biggest-ever late-stage fund

Sequoia Capital has raised $7 billion for its expansion strategy fund, reflecting a significant shift in late-stage venture investing due to AI.

London startup

Liz Kendall urges UK public to embrace AI as government makes first 500m fund investment

The UK government is investing in AI to create jobs and address global challenges despite concerns about job disruption and cybersecurity risks.

AI + Yield: The Dividend Growth Stock That's Flying Under the Radar

Investors seeking dividends in AI should consider International Business Machines and Qualcomm for potential yields and capital appreciation.

Europe news

With global oil supplies weeks away from systemic shortages, Trump teases an end to the war | Fortune

Oil prices dropped to $95 per barrel despite the closure of the Strait of Hormuz, as traders anticipate a quick resolution to the conflict.

Silicon Valley real estate

Suits won't quit AI spending, even if they can't prove ROI

Most UK business leaders prioritize AI investment despite uncertain immediate returns, viewing it as a long-term strategic enabler.

fromLos Angeles Times

AI boom catapults San Francisco median home price above $2 million

San Francisco's median home price reached $2.15 million, driven by AI investment and limited inventory, marking an 18% increase year over year.

#nvidia

Nvidia and Google are safest AI bets in public markets: Intelligent Alpha CEO

Nvidia and Google are currently the safest AI investment bets in public markets.

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

Nvidia invested $2 billion in Marvell Technology, continuing its trend of significant investments in the AI sector.

Nvidia and Google are safest AI bets in public markets: Intelligent Alpha CEO

Nvidia and Google are currently the safest AI investment bets in public markets.

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

Nvidia invested $2 billion in Marvell Technology, continuing its trend of significant investments in the AI sector.

more#nvidia

AWS CEO: It's funny when people ask me if AI is overhyped

AI investment is surging, but many projects fail due to improper integration into existing business processes.

So... What Are We Doing With AI?' Innovating in an Age of Caution | Fortune

CEOs face pressure to demonstrate AI investment results while balancing short-term performance and innovation risks.

The AI gold rush is pulling private wealth into riskier, earlier bets | TechCrunch

Family offices are increasingly investing directly in AI startups, bypassing traditional venture capital due to the urgency of the AI boom.

Wealth Manager: "Hard to See a World Where You're Not Investing in AI" Buy These Dips Now

Investing in AI is essential for long-term growth, with major companies significantly increasing their capital expenditures and revenues.

Toronto startup

Bloomberg: Tesla's AI dreams don't change reality, cars still pay the bills

Tesla's Q1 2026 vehicle deliveries fell short of expectations, highlighting challenges in the automotive sector despite excitement over future technologies.

Media industry

fromwww.morningstar.com

Communication Services: Alphabet and Meta's Moats Remain Despite Escalating AI Investments

Alphabet and Meta maintain strong positions despite AI investment risks, with ad revenue growth expected to continue due to improved targeting and user engagement.

UK politics

UK's big, risky AI bet podcast

The UK has invested heavily in AI, but many projects are delayed and spending commitments are unclear.

NVIDIA Stock Has Gas in the Tank Amid Mag 7's $650B+ Capex Surge

The Magnificent Seven companies are investing $650 billion in CapEx for AI development, indicating a competitive landscape in technology.

Micron Just Hit a Ceiling. Here's the Most Likely Path From Here

Micron's impressive quarterly earnings led to a stock reversal, highlighting the challenges of maintaining investor enthusiasm in a high-expectation market.

fromwww.nytimes.com

Video: When a Company's Biggest Expense Is A.I.

Companies are shifting spending from human labor to A.I. infrastructure, betting on A.I. workers being faster and more efficient.

fromFuturism

You'll Snort-Laugh When You Learn How Much AI Actually Added to the US Economy Last Year

AI investment is high, but it has had no measurable impact on US economic growth.

#job-cuts

fromIndependent

European startups

HubSpot invests 40m in Dublin to build AI ahead of 'SaaS-pocalypse'

HubSpot plans to invest €40m in AI to enhance product development amid industry job cuts due to AI advancements.

Even if AI doesn't take your job, it might dent your paycheck

Companies are investing heavily in AI, leading to potential cuts in workers' compensation and layoffs as they seek to offset costs.

fromIndependent

HubSpot invests 40m in Dublin to build AI ahead of 'SaaS-pocalypse'

HubSpot plans to invest €40m in AI to enhance product development amid industry job cuts due to AI advancements.

Even if AI doesn't take your job, it might dent your paycheck

Companies are investing heavily in AI, leading to potential cuts in workers' compensation and layoffs as they seek to offset costs.

Singapore's AI Investment: What Does Marketing Stand to Gain?

Singapore's strategic investment in AI positions it as a leader in the technology sector, transforming economic calculations for businesses.

fromAxios

Global trade grew in 2025 despite Trump tariffs, two reports show

China is shifting exports from the U.S. to Europe and emerging markets amid a surge in AI-related imports.

$2 Trillion War Over The Fate Of AI

Amazon plans to raise $100 billion for an AI Manufacturing Fund to enhance efficiency in manufacturing facilities.

fromwww.independent.co.uk

Jeff Bezos reportedly wants $100 billion to buy and transform old manufacturing firms with AI | TechCrunch

Jeff Bezos seeks $100 billion to acquire and automate industrial companies using AI technology through Project Prometheus.

UK politics

Reeves tells AI entrepreneurs to come to the UK' as she unveils new institute

The UK Chancellor announced a £500 million fund and new AI economics institute to attract entrepreneurs and position Britain as a leader in artificial intelligence development within the G7.

UK politics

fromBusiness Matters

Rachel Reeves unveils 2bn AI push to make UK fastest adopter in G7

The UK government is investing £2 billion to accelerate AI adoption across sectors, positioning Britain as the fastest G7 adopter to drive economic growth and global competitiveness.

#meta-layoffs

fromThe Verge

Meta is reportedly laying off up to 20 percent of its staff

Meta plans to lay off approximately 20 percent of its workforce to offset massive spending on AI infrastructure and data centers.

fromBusiness Insider

Meta is weighing major layoffs as it pours billions into AI

Meta is preparing potential layoffs of up to 20% of its workforce while simultaneously investing billions in AI infrastructure and talent.

fromThe Verge

Meta is reportedly laying off up to 20 percent of its staff

Meta plans to lay off approximately 20 percent of its workforce to offset massive spending on AI infrastructure and data centers.

fromBusiness Insider

fromTNW | Startups-Technology

Meta is weighing major layoffs as it pours billions into AI

Meta is preparing potential layoffs of up to 20% of its workforce while simultaneously investing billions in AI infrastructure and talent.

What If You Had Invested $1,000 in Oracle or Salesforce 10 Years Ago?

Oracle's pivot to AI cloud infrastructure generated superior returns over a decade, while Salesforce's aggressive expansion and valuation correction have underperformed the S&P 500 despite AI platform gains.

Healthcare

French insurtech Alan hits 5B valuation

Alan, France's first independent health insurer in 30 years, raised €100M at €5B valuation and achieved operational profitability in France while expanding to one million members across four countries.

Marketing

fromThedrum

'Bullish' marketing industry plans to boost spending power in 2024, new data shows

Over 70% of UK marketing leaders plan to increase digital budgets in 2024, with significant spending growth directed toward AI, websites, SEO, and content marketing.

fromFuturism

Amazon Staffers Learning Hard Lesson as Company Cuts Robotics Jobs

Amazon is cutting jobs in its robotics division while increasing capital expenditures for AI data centers, indicating cost reduction from pandemic-era overhiring rather than an AI-driven pivot.

fromThe Local Germany

Intellectual property law

Google opens Berlin centre for 'AI development'

Google opens an AI centre in Berlin, exemplifying Europe's growing dependence on US technology firms despite aspirations to compete independently in artificial intelligence.

fromAdExchanger

Criteo Joins ChatGPT's Ad Pilot; Google Patents Gen AI Landing Pages | AdExchanger

AI investment has reached unprecedented scale with OpenAI raising $110 billion, while legal rulings establish that AI-generated content cannot be copyrighted, creating significant implications for marketers and publishers.

fromTechRepublic

eBay Lays Off 6% of Workforce Amid $1.2B Depop Deal

eBay is laying off 800 employees (6% of workforce) while continuing strategic hiring and investing in AI to align operations with long-term growth priorities.

OpenAI secures another $110 billion in funding from Amazon, NVIDIA and SoftBank

OpenAI just announced a massive funding round of $110 billion, which is one of the biggest investment rounds in Silicon Valley history. The investors feature many of the usual suspects, including Amazon with $50 billion, NVIDIA with $30 billion and SoftBank with $30 billion. This investment brings OpenAI to a $730 billion valuation.

Artificial intelligence

Jittery stock market's lonely eyes turn to Nvidia earnings | Fortune

Nvidia's quarterly earnings report will reveal whether massive AI investments justify sky-high market valuations amid investor skepticism about AI's real-world returns.

Inside India's AI Impact Summit: Robot fraud, gridlocked roads, a shirtless protest, and AWOL Bill Gates | Fortune

India's AI Impact Summit gathered global leaders and companies, produced inclusive commitments, voluntary frontier AI governance, and announced large investments despite logistical chaos.

#ai-summit

Artificial intelligence

All the important news from the ongoing India AI Impact Summit | TechCrunch

Artificial intelligence

All the important news from the ongoing India AI Impact Summit | TechCrunch

Artificial intelligence

All the important news from the ongoing India AI Summit | TechCrunch

Artificial intelligence

All the important news from the ongoing India AI Impact Summit | TechCrunch

Artificial intelligence

All the important news from the ongoing India AI Impact Summit | TechCrunch

Artificial intelligence

All the important news from the ongoing India AI Summit | TechCrunch

The Cheapest "Magnificent Seven" Stock Is a Screaming Buy Right Now | The Motley Fool

Meta Platforms trades below the S&P 500 on forward P/E and is the cheapest among the Magnificent Seven by that measure.

'Doubts around the AI revolution are emerging,' BofA says, as the market sees a 'double-edged sword' that could 'cannibalize' you | Fortune

In a note to clients reviewed by Fortune, BofA strategists declared that "doubts around the AI revolution are emerging," with the market narrative rapidly shifting from an "upside-only" perspective to serious concerns that AI is a "double-edged sword". Chief among these new fears is the growing realization that AI might not universally boost corporate profits-it might actively destroy them. BofA highlighted several large "downside risks" that is, frankly, bumming out the AI trade.

Artificial intelligence

US news

fromwww.npr.org

The economy slowed in the last 3 months of the year but was still solid in 2025

U.S. GDP grew 1.4% annualized in Q4, driven by strong consumer spending and AI-related business investment despite a sharp slowdown in hiring.

fromZDNET

90% of AI projects fail - here are 3 ways to ensure yours doesn't

Boards are scrutinizing AI spending; organizations should prioritize capacity building, partnerships, and co-development to convert investments into measurable ROI.

fromDigiday

Ad Tech Briefing: A mid-term report card

Liftoff Mobile's decision to postpone its planned initial public offering on the Nasdaq crystallized a shift in Wall Street's mindset: it won't reward growth at any cost, particularly when it comes with heavy AI investment. The company cited " market conditions " after a sharp selloff across software stocks, with more than $800 billion wiped from the S&P 500 software and services index since late January. That retrenchment followed earnings from Alphabet and Amazon, which, while showing sizeable revenue gains,

Marketing tech

fromBusiness Matters