News from Financial Times

Big Tech’s ‘breathtaking’ $660bn spending spree reignites AI bubble fears

Add to bookmarks Don't show Financial Times

Financial Times · 02/05/2026 21:56 EDT

Stocks tumble despite strong earnings reports from most Silicon Valley heavyweights Read more ›

0

Shares of private capital giants sink on worries AI risks hitting growth

Add to bookmarks Don't show Financial Times

Financial Times · 02/05/2026 16:28 EDT

Ares, Blue Owl and KKR warn on outlook for 2026 as concern about exposure to software investments weighs on sector Read more ›

0

Big Tech shares slide for third day with AI stocks under pressure

Add to bookmarks Don't show Financial Times

Financial Times · 02/05/2026 16:25 EDT

Nasdaq drops as recent high-flying companies pull market lower Read more ›

0

Amazon stock slumps as it prepares $200bn AI spending blitz

Add to bookmarks Don't show Financial Times

Financial Times · 02/05/2026 16:09 EDT

Capital expenditure forecasts for 2026 exceed Wall Street’s expectations Read more ›

52

Anthropic launches new Claude model as AI fears rattle markets

Add to bookmarks Don't show Financial Times

Financial Times · 02/05/2026 12:45 EDT

Start-up describes Opus 4.6 as its ‘most capable’ model for businesses and knowledge work Read more ›

42

AI agents are prompting human boom scrolling

Add to bookmarks Don't show Financial Times

Financial Times · 02/05/2026 11:31 EDT

Moltbook and Claude Cowork are pushing the ‘vibe coding’ revolution forward Read more ›

18

US tech rout enters third day as Alphabet shares sink

Add to bookmarks Don't show Financial Times

Financial Times · 02/05/2026 10:39 EDT

Nasdaq drops 1.8% as investors continue to ditch high-flying AI-linked shares Read more ›

0

AI venture Fundamental secures $1.2bn valuation and Amazon deal

Add to bookmarks Don't show Financial Times

Financial Times · 02/05/2026 10:00 EDT

Start-up partners with AWS to sell AI model designed to interpret petabytes of tabular data in company databases Read more ›

25

Private credit group Ares defies market jitters with record inflows

Add to bookmarks Don't show Financial Times

Financial Times · 02/05/2026 09:56 EDT

Concerns about exposure to software investments have weighed on sector Read more ›

0

Google set to double AI spending to $185bn after strong earnings

Add to bookmarks Don't show Financial Times

Financial Times · 02/05/2026 09:38 EDT

Shares in parent Alphabet slide as capex plan unsettles investors Read more ›

2

Is this the ‘take off’ moment for AI agents?

Add to bookmarks Don't show Financial Times

Financial Times · 02/05/2026 07:30 EDT

Signals in large-scale data are finally converging with anecdotes of productivity gains Read more ›

0

TSMC to produce advanced chips in Japan

Add to bookmarks Don't show Financial Times

Financial Times · 02/05/2026 00:56 EDT

World’s largest chip manufacturer is diversifying production of 3-nanometre semiconductors Read more ›

6

China has seized Sony’s television halo

Add to bookmarks Don't show Financial Times

Financial Times · 02/05/2026 00:00 EDT

The company’s planned joint venture with TCL marks a historic global shift Read more ›

0

US tech stocks hit by fresh wave of selling as Qualcomm and AMD tumble

Add to bookmarks Don't show Financial Times

Financial Times · 02/04/2026 18:00 EDT

Declines follow steep falls for software shares in previous session over worries about new AI tool Read more ›

32

Arm CEO says AI software sell-off is a ‘micro-hysteria’

Add to bookmarks Don't show Financial Times

Financial Times · 02/04/2026 16:23 EDT

SoftBank-owned chip group forecasts strong growth in data centre business but shares slide amid wider tech rout Read more ›

0

Google adds $55bn to capex plans as it boosts AI spending

Add to bookmarks Don't show Financial Times

Financial Times · 02/04/2026 16:19 EDT

Search giant reported more than $100bn in revenue for second quarter Read more ›

0

Not all software faces the same threat from AI

Add to bookmarks Don't show Financial Times

Financial Times · 02/04/2026 12:09 EDT

From security services to those able to reinvent themselves, many may survive the AI armageddon Read more ›

9

How Anthropic achieved AI coding breakthroughs — and rattled business

Add to bookmarks Don't show Financial Times

Financial Times 2 place · 02/04/2026 11:49 EDT

New AI-powered tools reduce time and cost of software development, threatening industries from law to advertising Read more ›

105

Texas Instruments agrees to buy chip designer Silicon Laboratories

Add to bookmarks Don't show Financial Times

Financial Times · 02/04/2026 07:39 EDT

All-cash transaction values deal at $7.5bn including debt Read more ›

14

Uber hits 200mn users as investors fret over autonomous vehicles

Add to bookmarks Don't show Financial Times

Financial Times · 02/04/2026 07:13 EDT

Ride-hailing company seeks to reassure stakeholders that its business can withstand arrival of robotaxis Read more ›

33