Business
Category: Markets
Stock moves, analyst notes, and the numbers behind the hype.
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Big Tech’s AI Spending Just Split Winners From Losers to the Tune of $2 Trillion
Microsoft, Amazon, and Alphabet gained nearly $1.5 trillion in market value during earnings week while Apple, Meta, and Tesla lost ground, as investors demand AI spending show up as revenue.
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ChatGPT Nears 1 Billion Weekly Users, Seven Months Late and Deeply Unprofitable
ChatGPT is approaching 1 billion weekly active users, per internal OpenAI data, arriving seven months behind schedule alongside a negative 122% operating margin.
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Senators Ask SEC to Probe Trump Media’s Paid Feed for Algorithmic Traders
Senators Warren and Schiff have asked the SEC to investigate Trump Media’s Truth API, a paid data feed built for automated trading systems reacting to posts in milliseconds.
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Oracle’s Debt-Fueled AI Bet, Explained
A New York Times investigation details how Oracle borrowed tens of billions to fund AI data centers, with its debt downgraded to near-junk status and $300 billion riding on a single OpenAI contract.
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AI Chip Stocks Lost $1 Trillion in Days, Then Tech Staged Its Best Rally Since 2025
A wave of AI chip stock selling erased over $1 trillion in market value after TSMC’s earnings, before a Microsoft-led tech rally partially reversed the move days later.