The Business Times

Big Tech

Capital Markets & Currencies

Magnificent 7 is passe. This group of AI stocks can replace it

Nvidia is now the world’s biggest company at a market valuation of US$4.5 trillion, while OpenAI is the world’s largest private tech firm.
Opinion & Features
THE BROAD VIEW

The US$100 billion Nvidia-OpenAI virtuous circle has an ugly side

An advertisement for a visa consultancy office in New Delhi. Indian citizens scooped up about three-quarters of H-1B visas in 2023.
Opinion & Features

The perverse consequence of America’s US$100,000 visa fees

The tech-heavy Nasdaq 100 Index is up almost 40% since its early April plunge triggered by US President Donald Trump’s sweeping tariffs.
Capital Markets & Currencies

Options traders brace for Big Tech sell-off with ‘disaster’ puts

During the June quarter, hedge funds cut their exposure to laggards in industries like aerospace and defence, and consumer and retail, as part of a broader move back to momentum investing.
Banking & Finance

Hedge funds shift bets to double down on Big Tech amid AI boom

Microsoft, which set a US$24.2 billion capital spending record last quarter, plans to drop upwards of US$30 billion in the current period.
Global Enterprise

The AI race has big tech spending US$344 billion this year

What is the impact of US President Donald Trump’s new tariffs, and how have various countries reacted?
Podcasts

US tariffs, Fed signals, and why Asian markets are staying cool

Last week, US President Donald Trump published an “AI action plan” which describes America’s stagnating energy capacity as a threat to the country’s “AI dominance”.
Opinion & Features

How Big Tech plans to feed AI’s voracious appetite for power

Meta Platforms bought a 49% stake in Scale AI for US$14.3 billion and hired its chief executive officer, Alexandr Wang (above), to head Mark Zuckerberg’s new Superintelligence Labs division.
Opinion & Features

Big Tech ‘acquihiring’ is an ugly but useful trend

Much of the money is going towards things like semiconductors, servers and networking equipment that are critical for artificial intelligence computing.
Telcos, Media & Tech

AI bets that fuelled Big Tech’s surge now threaten rich profits

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