Alphabet
AI
Macro
Meta’s 8,000-Person Layoff Exposes the $690 Billion AI Bet That Hasn’t Paid Off
Simultaneous headcount cuts and record infrastructure spending reveal the monetization gap forcing big tech to choose between capex discipline and Wall Street patience.
Technology
Alphabet Ties Pichai’s $692M Package to Waymo and Wing Performance
Three-year equity award shifts CEO incentives from core Google businesses to autonomous driving and drone delivery units, signaling strategic pivot to moonshot commercialization.
AI
Markets
Technology
Tech Stocks Shed $1.3 Trillion as AI Spending Paradox Triggers Market Repricing
Nvidia rallies on blockbuster earnings while broader sector bleeds—investors demand proof that $700 billion capex surge will generate returns.