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ft.com

Microsoft sheds $430bn in market value as AI spending spooks investors

Software group pulls Nasdaq lower after reporting 66% year-on-year surge in data centre costs

giovedì 29 gennaio 2026 New tab

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Big Tech groups race to fund unprecedented $660bn AI spending spree

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Microsoft’s AI spending and disappointing cloud growth overshadow strong profits

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Big Tech’s ‘breathtaking’ $660bn spending spree reignites AI bubble fears

Stocks tumble despite strong earnings reports from most Silicon Valley heavyweights

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Amazon shares sink as it prepares $200bn AI spending blitz

Capital expenditure forecasts for 2026 were a third higher than Wall Street’s expectations

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Intel shares jump 17% as it predicts revenue surge from AI data centres

US chipmaker reports better than expected revenue and financial guidance

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Arm CEO says AI software sell-off is ‘micro-hysteria’

SoftBank-owned chip group forecasts strong growth in data centre business but shares slide amid wider tech rout

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