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AI spend

  • OpenAI-linked shares plummet after it fails to hit growth targets

    Tech

    Companies with financial ties to the fate of OpenAI sold off sharply on Tuesday after it emerged the ChatGPT maker had fallen short of internal targets for revenue and user growth. Shares in Japanese investment giant Softbank and data centre hyperscalers Coreweave and Oracle plunged by between four and eight per cent reigniting nerves over [...]

    OpenAI chief executive Sam Altman emphasised the Stargate project’s significance.
  • Big Tech earnings to test AI demand – and Nvidia surge

    Tech

    Big Tech earnings this week are expected to provide a clearer picture of the AI state of play, with results from Microsoft, Alphabet, Meta and Amazon set to offer updates on capital expenditure and AI-related revenues. The results come as Nvidia, the booming chip darling, closed last week at a record high, taking its market [...]

    Nvidia CEO Jensen Huang speaking at a tech conference, emphasizing AI advancements and industry innovation.
  • S4 Capital sales fall as tech clients divert cash to AI build-out

    Media

    Sir Martin Sorrell’s S4 Capital has been hit with sliding sales as its biggest clients spend less on advertising and more on building AI. The digital advertising group behind Monks reported revenue of £754.8m for 2025, down 11 per cent from £848.2m a year earlier. Net revenue fell 10.8 per cent to £673m, reflecting weaker [...]

    British businessman Sir Martin Sorrell founded S4 Capital in 2018.
  • US tech stocks slide as Microsoft rout sharpens AI spending doubts

    January 30, 2026

    US technology stocks sold off sharply on Thursday, as a bruising slump in Microsoft sparked investor unease over how long it will take for mass AI investments to pay off. The tech-heavy Nasdaq Composite closed down 0.72 per cent at 23,685, weighed down by heavy losses across software giants. The S&P 500 slipped 0.13 per [...]

  • IBM sheds nearly 400 UK jobs as profit slashed

    July 22, 2025

    IBM shed almost 400 jobs in the UK in 2024, it has been revealed, as its profit was slashed by nearly a quarter. The UK arm of the US giant saw its headcount reduce in the 12 months from 7,309 to 6,920, new accounts filed with Companies House show. The fall in headcount in 2024 [...]

  • Microsoft shares jump after AI bets pay off

    May 1, 2025

    Microsoft shares surged over six per cent in after hours trading on Wednesday after the tech giant delivered another quarter of better than expected earnings, driven by its booming cloud and artificial intelligence (AI) businesses. The company posted revenue of $70.1bn (£52.5bn) for the quarter ending in March, up 13 per cent year on year, [...]

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