AI in Finance
Big Tech AI Spending: 5 Powerful Signals to Watch
Alphabet, Amazon, Microsoft, Meta and Oracle plan more than $725 billion in combined 2026 capex, about 77% above 2025’s record.
February 6, 2026
Company
Alphabet, Amazon, Microsoft, Meta and Oracle plan more than $725 billion in combined 2026 capex, about 77% above 2025’s record.
February 6, 2026
Greyhound Research says Oracle may cut up to 30,000 jobs to fund AI data centres as US banks grow more cautious about lending to it.
January 31, 2026
Oracle has turned from a database company into core AI infrastructure, but its rising debt and share price swings raise questions for 2026.
January 19, 2026