Big Tech

Apple, Google, Microsoft, Meta and Amazon: the moves that ripple out.

Big TechOct 30, 2026

Alphabet’s worst day on record: when Big Tech’s AI spending finally spooked investors

Big Tech plans to spend more than $740 billion on AI infrastructure in 2026, increasingly funded by debt. In late October, Alphabet’s negative free cash flow sent its shares down nearly 13% in a day.

2 min read

Big TechApr 20, 2026

Apple picks John Ternus to succeed Tim Cook, and rebuilds Siri on Google’s Gemini

In one year Apple announced its first CEO change since 2011 and handed the foundation of its AI to its biggest rival. Here is how the two stories fit together.

2 min read