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DARK SECRETS: Big tech | Vintage Vibes

Rand Paul Was Right To Block the Senate's Attempt To Censor the Internet

The bill’s “duty of care” could pressure platforms to suppress lawful speech in the name of protecting children.

Reason · Oct 2

Southern Company Just Inked a Power Agreement With a Leading Big Tech Stock

Southern Company just struck a nuclear power deal with Google. Here's what it, plus a record AI power boom, could mean for SO stock.

Barchart · Sep 24

Incorporation law gave Big Tech state-like power. Can it now help rein it in?

The Scottish historian William Dalrymple recently argued that Big Tech has become the 21st-century equivalent of Britain’s famous East India Company.

The Conversation · Sep 15

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Why politicians across America suddenly want these AI surveillance cameras gone

Across the country and up and down ballots, candidates from both parties are increasingly on the attack over Flock cameras

The Independent UK · Sep 4

Broadcom raises AI chip forecast as Big Tech keeps writing bigger checks

They have gained about 6% this ‌year, significantly underperforming ⁠rivals ⁠and the broader semiconductor index, as AI spending concerns and increased competition persist, including Marvell's recent custom chip deal with Google.

The Economic Times · Sep 3

Six-figure Big Tech job to unemployment: Indian man leaves job, says there are more ways to make money than a 9-to-5

An Indian Product Manager has left his six-figure Big Tech job to explore building his own career outside the traditional corporate path. Teja, who quit on July 31, said six years of building someone else’s vision and watching AI transform work convinced him that 2026 offers more ways to earn…

The Economic Times · Sep 2

NVIDIA's Record Quarter Confirms Chipmakers Are Winning the AI Boom

NVIDIA earnings 2026 confirm a structural shift: semiconductor stocks are dramatically outperforming Big Tech as AI spending flows to hardware makers. Micron is up 220%, Marvell up 185%, while the Magnificent Seven ETF gains just 4%. NVIDIA's record $96.2 billion quarter and Vera CPU delivery to AWS mark why chipmakers…

International Business Times · Aug 30

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Marvell selloff deepens as investors seek clarity on Google AI deal payoff

Marvell has become a market darling fueled by the AI spending boom as Big Tech races to adopt custom chips for greater cost efficiency and performance, powering ‌its shares ⁠to nearly ⁠triple this year.

The Economic Times · Aug 29

Nvidia faces growth test as Rubin debut meets AI financing scrutiny

The chipmaker has been the biggest beneficiary of the race to build AI infrastructure. Recently, though, its stock has come under pressure as the company has pumped billions of dollars back into the AI ecosystem, stoking fears about its role in so-called circular deals that could artificially inflate demand and…

The Economic Times · Aug 25

Big Tech Layoffs: Visa Holders Leave Major Companies Over Job Security and Economic Uncertainty

Big Tech layoffs are driving foreign workers on US visas to quit firms like Amazon, Microsoft and Oracle, trading marquee names for perceived stability, entrepreneurship or life abroad.

International Business Times UK · Aug 17

US Stock Market: Tiger Global trims big tech bets, adds AMD and SpaceX in Q2

Tiger Global reshuffled its tech portfolio in Q2, cutting stakes in Alphabet, Nvidia, Microsoft, Amazon, Meta, Broadcom and TSMC while exiting Netflix. The fund more than doubled its Intel holding and initiated positions in AMD and SpaceX, signalling a shift toward semiconductor exposure and emerging technology opportunities, according to filings.

The Economic Times · Aug 17

Tiger Global Management cuts stakes in Big Tech, buys into SpaceX

The hedge ⁠fund cut ⁠its Alphabet holdings by 45.4% to 5.81 million shares as of June 30 from the end of March, and its Nvidia stake by 6.8% to 11.20 million shares.

The Economic Times · Aug 16

MSFT Could Emerge as Big Tech's Free Cash Flow King in 2027 While GOOGL, META Stay Negative: Analyst

Microsoft Corp. (NASDAQ:MSFT) could emerge as Big Tech’s strongest free cash flow generator in 2027, while Google’s parent, Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), and Meta Platforms Inc. (NASDAQ:META) could remain free-cash-flow negative, according to third-party estimates highlighted by I/O Fund analyst Beth Kindig.

Benzinga · Aug 14

Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex race

Big Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against just $7 bn in free cash flow. Jefferies’ Chris Wood warns that growing reliance on cash-burning AI firms OpenAI and Anthropic could pose a hidden risk.

The Economic Times · Aug 14

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Fortune · Aug 12

Nvidia found a new way to keep the AI boom funded: your retirement money

A $500 billion Wall Street push could route insurance and pension capital into GPU-backed infrastructure as Big Tech leans harder on debt.

The Economic Times · Aug 10

Amazon’s Texas AI data center faces a huge climate problem: 7.65GW gas plant could become America’s biggest source of CO₂ emissions in the US as tech giant races to power the AI boom

Amazon’s massive Texas AI data center is drawing environmental scrutiny after plans for a 7.65GW natural gas power plant revealed it could emit up to 33 million tons of CO₂ annually. The project raises fresh questions about Amazon’s 2040 net-zero pledge as AI’s soaring energy demand pushes Big Tech toward…

The Economic Times · Aug 6

Alphabet seeks up to $25 billion from its latest bond sale: Bloomberg

Alphabet is seeking up to twenty-five billion dollars from its latest U.S. bond offering. This move comes after the tech giant's capital spending outlook triggered a significant selloff. Hyperscalers are issuing more bonds to fund costly artificial intelligence investments. Big Tech companies are expected to spend over seven hundred thirty…

The Independent UK · Aug 6

‘Slap in the face’: Victim of AI deepfake attack shreds House stonewalling of AOC’s anti-abuse bill

IN FOCUS: The measure would allow victims of pornographic deepfake images to file civil suits against perpetrators. Rhian Lubin and Eric Garcia report on survivors’ frustrations with Republicans stalling on the bipartisan bill brought by AOC, as Paris Hilton exclusively tells The Independent ‘there is no legitimate policy reason’ for…

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Benzinga · Aug 4

How Anthropic and SpaceX Are Quietly Boosting Big Tech Profits

This earnings season, Big Tech didn’t just make money by selling cloud services, software and advertising. It also made billions because some of the company holdings sitting in its investment portfolio — such as Anthropic and Space Exploration Technologies Corp. (NASDAQ:SPCX) — became significantly more valuable.

Tom’s Guide · Aug 2

Inside the dark market stealing real identities online

When an AI clone hijacked creator Paige Davis's likeness, her fight to take it down exposed Big Tech's systemic failure to protect everyday users.

The Economic Times · Jul 31

Amazon shares surge 13% as cloud growth eases AI spending fears

Amazon shares rose sharply on Fridat after stronger-than-expected growth at its cloud business reinforced investor confidence in the company's AI investments. AWS posted its fastest revenue growth in over four years, while management's upbeat outlook helped ease concerns over the scale of Big Tech's capital spending on artificial intelligence.

The Economic Times · Jul 30

Banks in talks to lend $15 billion for Anthropic data center backed by Google: WSJ

Big Tech has ‌been pouring ⁠billions of ⁠dollars into AI data centers and computing power as demand continues to outstrip supply.

Barchart · Jul 30

Steve Eisman Says Cutting AI Capex Would Sink the Market. Spending Too Much Could Be Just as Dangerous for Hyperscaler Stocks.

Steve Eisman warns that cutting AI capital expenditures could trigger a broad market selloff. But investors should also consider whether ever-rising hyperscaler spending carries risks of its own.

International Business Times · Jul 30

Most American Believe Big Tech Has Too Much Power. They Also Think It's Time To Use Antitrust Laws

Most Americans believe that Big Tech and its CEOs have too much power and believe that the government should use antitrust laws against the industry.

Benzinga · Jul 28

Meta Pledged 100% Renewable Energy in 2016: 10 Years Later, It's Ditching the Plan

The artificial intelligence boom is forcing Big Tech to rethink its clean-energy commitments. Meta Platforms (NASDAQ:META) is the latest example.

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