
Big Tech's AI Spending Boom Reveals Diverging Strategies
Big Tech giants are pouring billions into AI, but their strategies are splitting. Microsoft is building to meet existing demand, while Meta makes a speculative bet on the future.
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Big Tech giants are pouring billions into AI, but their strategies are splitting. Microsoft is building to meet existing demand, while Meta makes a speculative bet on the future.

Blackstone President Jonathan Gray warns that Wall Street is complacent about AI's potential to disrupt entire industries, making AI risk a top priority for the firm.

A convergence of geopolitical tensions, political uncertainty, and economic strain is forcing a broad reassessment of financial strategies for markets and individuals alike.

Hedge fund Coatue Management has sold a large portion of its AMD shares while initiating a major new position in chip designer Arm Holdings, projecting massive growth by 2030.

New options contracts for Rezolve AI PLC (RZLV) are now trading for the November 14th expiration, opening up strategies like the covered call for investors.

A new study reveals that major AI model releases have coincided with falling interest rates, suggesting investors are lowering expectations for future economic growth.

A Wells Fargo strategist advises investors to remain in AI stocks, viewing a potential bubble as an opportunity for gains and recommending a shift from cyclical stocks.