Big Tech

THINKING ALOUD

The dumb choices that make smart glasses so appealing

Wearable tech will wear us all down by design

Agentic AI systems will act, plan, reason and execute complex tasks with minimal human intervention.
CIO CORNER

The Magnificent Seven: Old wineskin for new wine

Investors must look beyond these stocks to find companies positioned to lead in the race for agentic AI

More than three years into a bull market fuelled by excitement about AI, two key pillars remain intact: Big Tech profit growth continues to outpace the rest of the market, and the flow of money into AI infrastructure keeps growing.

Big Tech earnings show split between AI trade winners and losers

The artificial intelligence boom is alive and well, but investors are getting more granular

“We are a sovereign nation. And my government will make decisions based upon the Australian national interest,” Prime Minister Anthony Albanese says.

Australia to charge Big Tech companies 2% levy unless they strike local news deals

Trump opposes digital services taxes on US tech giants and has threatened tariffs on countries that pursue them

The writer suggests that AI "scrapers" compensate the owners of the copyright they use - or even that a tax on big AI businesses be used to support the creative commons, that is, human-created arts and sciences.

What to do when the ‘public good’ of information goes bad

The creation and dissemination of reliable news is at an economic disadvantage

Plans are in flux and had not been signed by Trump, the Financial Times  reported.

US plans Big Tech carve-out from next chip tariffs, FT reports

US PRESIDENT Donald Trump‘s administration plans to spare firms such as Amazon, Google and Microsoft from upcoming tariffs on chips as they build AI data centres, the Financial Times reported on Monda...

Last year, Meta spent more on capital projects than research and development – mostly engineers’ salaries – for the first time in six years.

AI race sends Big Tech’s capital spending to stratospheric high

Each tech giant has laid out a slightly different route to recouping their investments

A slew of new tech rules adopted in recent years by the European Commission sparked criticism from the United States which says it targets US tech giants.

Big Tech spared strict rules in EU digital regulations overhaul, sources say

The tech giants will be subject only to a voluntary framework rather than binding rules

An enormous amount of spending on AI is necessary among Big Tech incumbents if they are to avoid being disrupted by the younger, upstart companies.

Are we in an AI investing bubble?

It is important to assess where we are along the path of AI adoption, investor enthusiasm and the very real possibility that there will be trouble ahead