Latest in Says Big Tech
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DeepSeek Isn’t the Only Reason Big Tech Might Lose Its Edge on the Rest of the Stock Market
Wall Street’s expectations for the Magnificent Seven aren’t what they used to be.Inc. - 17h -
Chinese tech startup DeepSeek says it was hit with 'large-scale malicious attacks'
Chinese tech startup DeepSeek said it was hit by a cyber attack on Monday that disrupted users’ ability to register on the siteABC News - 2d -
‘DJT’ launches Truth.Fi to protect ‘American patriots’ from Big Tech, debanking
Operator of Truth Social online platform that’s majority owned by President Trump to offer separately managed accounts and invest in crypto securities.MarketWatch - 14h -
What’s shielding Big Tech stocks like Nvidia in this market, according to the world’s biggest wealth fund
Managers of Norway’s Government Pension Global Fund are resigned to living with tech’s high concentration risk but say stocks like Nvidia have some bubble protection due to this one factor.MarketWatch - 14h -
Why Goldman Sachs says investors should buy the dip in U.S. tech stocks
Monday’s trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most valuable U.S. companies at a discount, according to a team of equity ...MarketWatch - 16h -
The easy money will be driven by Trump and the dollar, not AI, say Big Short investors
Former members of famed investor Steve Eisman’s team at hedge fund FrontPoint Partners talk investment strategies for 2025.MarketWatch - 17h -
Upbeat earnings will rescue tech from its DeepSeek dive, these market pros say
CEO confidence is increasing, and there are bullish signs for non-AI chip companies.MarketWatch - 17h -
Europe ‘must not be bullied’ by Trump and Musk on tech laws, NGOs say
Letter to Ursula von der Leyen urges European Commission not to weaken enforcement of DSA and DMA. A coalition of NGOs has urged the president of the European Commission not to be bullied by Donald ...The Guardian - 19h -
DeepSeek disrupted the AI disruptors, but don't count out Big Tech just yet
DeepSeek's new model poses some serious questions about the assumptions behind AI investments. But what if that's a good thing for Big Tech?NBC News - 1d -
DeepSeek a wake-up call for US tech firms, Trump says
DeepSeek's claim that its model was made at a fraction of the cost of its rivals has rocked the AI industry.BBC News - 1d -
MAGA’s Big Tech Divide
The journalist James Pogue explicates the strange tensions between big tech and the new right.The New York Times - 1d -
EU industry urges Brussels to continue probes into Big Tech
Also in this newsletter: How Friedrich Merz’s migration proposals are shaking up the German election campaignFinancial Times - 2d -
Trump says China's DeepSeek AI 'should be a wake-up call' for American tech companies
President Donald Trump said Monday that the sudden rise of Chinese AI app DeepSeek “should be a wake-up call” for America’s tech companies.NBC News - 2d -
U.S. stock futures fall ahead of Fed meeting, key earnings week for Big Tech
U.S. stock futures sank Sunday night, ahead of a big week for Big Tech earnings and the Federal Reserve’s meeting.MarketWatch - 3d -
Big Tech Wants Data Centers Plugged Directly into Power Plants. Utilities Don’t
If data centers connect direct to the utilities, it raises questions about the grid.Inc. - 3d -
JD Vance says Big Tech has "too much power"
Vice President JD Vance said Saturday that "we believe fundamentally that big tech does have too much power," despite the prominent positioning of tech CEOs at President Trump's inauguration last ...CBS News - 3d -
Big tech is spending billions on AI. How much time will Wall Street allow for the payoff?
Earnings Watch: Meta, Apple, Microsoft and Tesla report quarterly results, as analysts start to focus more on AI results. Earnings are also due from Starbucks and Boeing.MarketWatch - 3d -
Big Tech wants to plug data centers right into power plants. Utilities say it's not fair
Looking for a quick fix for their fast-growing electricity diets, tech giants are increasingly looking to strike deals that would let them plug directly into power plantsABC News - 4d -
Beyond Big Tech: 20 stocks to ride the AI trend
Vanguard’s chief economist suggested investors increase stock-market exposure to ride expected improvements from artificial intelligence but cautioned that technology stocks are “very highly valued.”MarketWatch - 4d -
Jim Cramer's week ahead: Fed meeting and Big Tech earnings
CNBC's Jim Cramer highlighted what he's paying attention to next week as Wall Street launches into earnings season.CNBC - 5d -
Schools aren't as plugged in as they should be to kids' diabetes tech, parents say
With continuous glucose monitors, students with Type 1 diabetes no longer have to visit the school nurse for a finger prick. But some parents say it falls to them to keep an eye on blood sugar ...CBS News - 5d -
How sidestepping Big Tech has paid off lately in these stock ETFs
ETFs that help investors minimize the heft of Big Tech stocks, or altogether avoid seven closely watched megacap companies, have outperformed in the past month.MarketWatch - 5d -
Oracle, Nvidia and other Big Tech stocks jump as Trump rolls out Stargate AI initiative
President Trump announced a major AI infrastructure investment of “at least $500 billion,” signaling a willingness to work alongside large tech companies.MarketWatch - Jan. 21 -
Bannon says tech billionaires have 'surrendered' to Trump
Former Trump chief strategist Steve Bannon said tech billionaires attendance at Trump's inauguration is a sign of their "official surrender" to Trump.ABC News - Jan. 20 -
MAGA Influencers Take Their Victory Lap, With Big Tech Picking Up the Tab
At parties throughout Washington over the long Inauguration weekend, creators and strategists who take credit for Donald Trump’s victory toasted their success on the dimes of TikTok, Google, and ...Wired - Jan. 20 -
Europol chief says Big Tech has ‘responsibility’ to unlock encrypted messages
Catherine De Bolle warns companies risk threatening democracy unless they co-operate with lawmakersFinancial Times - Jan. 20 -
Top EU official denies softer approach to Big Tech, cites 'very clear legal basis' for regulation
There are growing questions about how the EU is going to enforce tech regulation, particularly as President-elect Donald Trump returns to the White House.CNBC - Jan. 17 -
Here are the Big Tech CEOs attending Trump's inauguration
The CEOs of several of the world’s biggest technology companies are planning to attend President-elect Trump’s inauguration Monday. The leaders of Amazon, Google, Meta, Tesla, TikTok and OpenAI ...The Hill - Jan. 16 -
EU Competition Chief Denies Reassessment of Big Tech Probes
The European Commission’s new chief competition enforcer pushed back against concerns that the regulator might weaken its efforts to curb Big Tech companies in the bloc ahead of U.S. ...The Wall Street Journal - Jan. 16 -
Musk ‘lying like hell’ over AfD interview, says ex-EU tech leader
Thierry Breton says EU is not trying to censor tech chief’s discussion with Alice Weidel of German far-right party. A former EU leader on tech has accused Elon Musk of “lying like hell” by claiming ...The Guardian - Jan. 9 -
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Big Tech Is So Dominant the Stock Market Would Have Been Flat for 2 Years Without It
Big Tech stocks have fueled most of the S&P 500’s gains over the past several years.Inc. - Jan. 6 -
CES 2025 Live Blog: News, Photos, and Videos From Tech's Big Show
Get live reports and photos of all the products, trends, and quirky gadgets we're seeing this week at CES in Las Vegas.Wired - Jan. 6 -
Microsoft Says AI Will Lead To Job Losses, Invests $80 Billion In The Tech
Microsoft has doubled down on its plan to invest $80 billion into artificial technologies in 2025, while at the same time admitting that advancements to the technology will lead to job losses. This ...GameSpot - Jan. 6 -
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Tech groups to pay premium for energy for Malaysia data centres, says minister
Investment in ‘oil of the 21st century’ will support country’s development of renewable powerFinancial Times - Jan. 5 -
Microsoft May Bring "All Their Big Games" To PS5, Analyst Says
According to a veteran video game industry analyst, 2025 could be the year that Microsoft goes "all-in" on bringing its Xbox games to other platforms, including PlayStation 5. Microsoft, of course, ...GameSpot - Jan. 3