Tesla’s earnings revealed a dramatic pivot. The company is ending Model S/X production to focus on Optimus robots and AI, backed by a plan to more than double capital expenditures to over $20 billion in 2026. Wall Street analysts are deeply skeptical, warning of huge cash burn and increased risk for
A Forbes roundup reveals a consensus among top scientists and academics: AI like AlphaFold is revolutionizing scientific analysis, but it’s not replacing human intuition. The key is using AI as a powerful tool while humans provide the creativity, context, and ethical direction.
Microsoft posted huge Q2 FY26 earnings with $81.3 billion in revenue, but the story is its skyrocketing AI spending. Capital expenditures hit $37.5 billion for the quarter, a 66% year-over-year jump, leaving analysts demanding to see the return on investment.
Microsoft’s quarterly results revealed a massive 66% jump in capital spending, driven largely by AI infrastructure. While Azure revenue grew 39%, the slim beat and heavy reliance on OpenAI left investors unimpressed, sending shares down 4%.
Facebook’s parent company is nearly doubling its capital investments to fuel its AI ambitions. The staggering amount highlights the immense, and growing, cost of competing in the generative AI race.
Dow is slashing 4,500 jobs as part of a major cost-cutting initiative centered on AI and automation. The chemical giant expects to take up to $1.5 billion in charges but forecasts a massive $2 billion boost to operating earnings.
In a major strategic pivot, Tesla is halting production of its flagship Model S and X vehicles. The move clears the way for its Optimus humanoid robot and comes alongside a massive $2 billion investment in Elon Musk’s other AI venture, xAI.
Microsoft and Meta are pouring tens of billions into AI infrastructure, fueling stellar revenue growth. But analysts see a plateau coming, and a host of suspects—from impatient investors to new rivals—could bring the spending frenzy to a sudden, messy end.
IBM just posted its strongest growth in years, with Q4 2025 revenue surging 12.8% to $19.67 billion. The numbers validate CEO Arvind Krishna’s long-term strategy to pivot IBM into a software-led hybrid cloud and AI powerhouse, with software now making up 45% of the business.
The UK’s competition watchdog wants to force Google to let websites opt out of having their content used in AI Overviews. This comes as publishers report significant traffic drops since the feature’s launch.
