Markets
AI Trade Storms Back as Hyperscaler Revenue Accelerates
A record S&P 500 close and the strongest week since April show the AI trade has recovered its footing as AWS and Azure growth reaccelerates — even as capex and macro risks build.
hyperscalers
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Markets
The $725 Billion Question: Big Tech's AI Spending Just Pushed Stocks to Records — But the Mood Is Shifting
Q2 2026 earnings pushed combined Big Four AI capital spending toward $725 billion, driving the S&P 500, Dow and Nasdaq to record highs. But on August 5 the market wobbled as investors started scrutinising the sheer scale of the spend.
Technology
Palantir's 93% Surge Just Lit the Fuse on the AI-vs-Bubble Debate
Palantir's blowout Q2 2026 earnings helped push the S&P 500 to a record close above 7,700. Here's what actually happened, why it matters for markets, and why some of the sharpest investors think the AI trade is starting to rhyme with 1999.