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Alphabet (NASDAQ: GOOG) Lifts Capital Spending to US$195-205 Billion as AI Demand Outpaces Capacity

Ashkenazi was direct about the reasoning. She noted that Alphabet has already expanded capacity significantly over the past three years, yet, in her words, "the demand still outpaces that investment." The company describes itself as operating in a "supply-constrained environment," with "very strong demand …

Nitish Kishor | 23 July 2026

Tesla (NASDAQ:TSLA) Q2 2026 Results: Services Revenue Growth Signals Shift Beyond Automotive Business

Tesla(NASDAQ: TSLA)reported second-quarter 2026 financial results showing continued revenue expansion across its major operating segments, while the strongest growth came from Services and Other rather than its core automotive business.

Nitish Kishor | 23 July 2026

Google Antigravity Reaches 2.4 Million Weekly Users as Alphabet Expands AI Coding Subscription Strategy

Alphabet(NASDAQ: GOOGL)is expanding its artificial intelligence strategy beyond search and consumer applications as its AI coding platform Google Antigravity gains adoption among developers. The company has highlighted 2.4 million weekly active users for Antigravity, marking a significant milestone for Google’s efforts to establish a …

Nitish Kishor | 23 July 2026

Nasdaq Futures Recover as Alphabet AI Capital Spending Plan Shifts Market Focus to Semiconductor Demand

Nasdaq 100 futures recovered from earlier losses after Alphabet(NASDAQ: GOOGL)triggered investor concerns with a larger-than-expected artificial intelligence infrastructure spending plan, prompting markets to reassess the relationship between rising technology investment and future semiconductor demand.

Nitish Kishor | 23 July 2026

SK hynix Denies Intel (NASDAQ:INTC) Ohio Chip Campus Deal Talks as Semiconductor Strategy Comes Under Scrutiny

SK hynix(KRX: 000660)has denied reports that it is in discussions to acquire Intel’s(NASDAQ: INTC)under-construction semiconductor campus in Ohio, removing a major piece of speculation surrounding the future ownership of one of the largest planned chip manufacturing projects in the United States.

Nitish Kishor | 23 July 2026

Tesla (NASDAQ:TSLA) FSD Subscriptions Reach 1.48 Million as Software Business Gains Strategic Importance

Tesla(NASDAQ: TSLA)is increasingly developing a business model that extends beyond electric vehicle manufacturing, with Full Self-Driving software becoming one of the company’s most closely monitored technology initiatives.

Nitish Kishor | 23 July 2026

TSMC’s (NYSE:TSM) $100 Billion US Expansion Reshapes AI Chip Manufacturing Strategy and Semiconductor Investment Landscape

Taiwan Semiconductor Manufacturing Company(NYSE: TSM)is expanding its US semiconductor manufacturing strategy with an additional $100 billion investment, marking one of the largest overseas manufacturing commitments in the global chip industry. The expansion increases TSMC’s planned US investment to $265 billion and reflects the company’s …

Nitish Kishor | 23 July 2026

Lionsgate Studios Extends CFO James Barge's Employment Agreement Through October 2026

Lionsgate Studios Corp. announced on July 20, 2026, that its Compensation Committee has approved an amendment extending the employment agreement of Chief Financial Officer James W. Barge by three months through October 31, 2026. The extension was disclosed in a current report filed with …

Vinay Lochav | 23 July 2026

Oil Prices Rise as Iran Diplomacy Stalls, Keeping Energy Markets Under Pressure

Global crude markets extended their recent advance as investors responded to stalled diplomatic progress between the United States and Iran, keeping geopolitical risk embedded in energy pricing.

Nitish Kishor | 23 July 2026

Technology and Energy Drive S&P 500 Earnings Growth as AI Investment Reshapes Market Profits

The 2026 earnings outlook for the S&P 500 is increasingly being shaped by two sectors: technology and energy.

Nitish Kishor | 23 July 2026
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