Microsoft Up, Google Down: Investors Lose Patience With AI's Billions
Wall Street split its verdict on hyperscaler AI spending: Microsoft won the market's trust, Google lost it. Here is what that means for every company signing AI checks.

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Wall Street split its verdict on hyperscaler AI spending: Microsoft won the market's trust, Google lost it. Here is what that means for every company signing AI checks.
A sharp deceleration in Google's core search business overshadowed a monster quarter for cloud, reigniting worries about AI disruption.
Google's parent faces its worst stock reaction to earnings on record, signaling investor conviction is cracking over AI competition.
Micro1 is paying midsize companies $100,000 to $2 million for their internal data, and CEOs are cashing in before the AI data boom matures.
Adding a SIM now ties your phone number to all Google accounts - and future accounts inherit it. Here's the security and privacy stakes.
A policy rewrite opens the door, and Google's new Personal Intelligence tool is the gateway for your most sensitive data.
Thore Graepel, who helped build DeepMind's AlphaGo, is applying game-winning search techniques to general reasoning. His warning: LLMs can't be trusted to reason.
Revolut, Halifax, and Emma went dark Tuesday as Google's London cloud region failed. Here's what it means for fintech's reliance on Big Tech infrastructure.
A single-zone failure at Google's London data center disrupted court hearings and left millions unable to pay or move money, exposing the fragility of cloud concentration.
Google's premium ChromeOS-Android hybrid starts at $899, but the first major review says the software can't match the hardware. A risky debut against the MacBook Air and Surface Laptop.
Apple's first foldable hits the market at a premium price, reshaping a category Samsung and Google have led.
First major enforcement under the EU’s digital rules signals a stricter era for app store and search gatekeepers.