Meta Platforms, Inc.

Alphabet Inc.

It lost in tests to AI from Google, OpenAI and Anthropic

'A new era for humanity' will be delayed: Meta postpones launch of new AI model - NYT

Apple Inc.

Microsoft Corporation

Apple has unveiled a new MacBook Neo laptop, which costs $599 in the US - like a "budget" iPhone 17e. The novelty will strengthen Apple's presence in the segment of budget devices: the company expects to compete with Windows-based PCs and Chromebooks in the category of more affordable models for mass consumers, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-04/apple-launches-599-macbook-neo-threatening-windows-pc-market">writes</a>.

Apple has revealed the $599 MacBook Neo. It will increase competition with Microsoft and Google

Amazon.com, Inc.

Palantir Technologies Inc.

Cathie Wood's flagship fund <a href="https://oninvest.com/article/glavnoe-k-utru-nvidia-vysla-iz-kapitala-arm-fond-keti-vud-v-zataznom-spade">is experiencing the</a> longest decline in its history, having lost more than 50% over the past five years. But Wood, famed for her optimistic vision of disruptive innovation, isn't giving up. In a new video podcast, she <a href="https://youtu.be/HiX6AxmF500?si=-TsKaIMQR-_E8vxX">revealed</a> that she doesn't share the market's fears about the AI sector. And while more conservative investors are reducing their positions in tech companies, the head of ARK Invest is using volatility to center her portfolio around the most promising assets.

"It's only 1996 on the market now": how does Cathie Wood invest in the "software apocalypse"?

Advanced Micro Devices, Inc.

NVIDIA Corporation

Meta Platforms' multibillion-dollar bet on Nvidia chips has triggered a selloff in the securities of rivals of the main beneficiary of the AI boom

Nvidia will sell millions of chips to Meta. For which companies was this bad news? 

Figma

Figma has partnered with startup Anthropic. They will turn AI code into design

Walmart Inc.

Exxon Mobil Corporation

Johnson & Johnson

Investment capital is flowing into chip manufacturing, retail and oil companies

Microsoft and Amazon stocks have lost nearly $1 trillion in capitalization. Where are investors going?

Pentagon 'renegotiates' relationship with developer Claude: startup opposes military use of AI

The Pentagon may cut ties with Anthropic. What's the risk?

Forced business model shifts in the race for AI leadership are robbing tech giants of their previous investment appeal

Amazon stock has entered a bear market phase. Which Magnificent 7 is next in line?

The release of Anthropic's new AI triggered a sell-off in the software developer's stock in early February, which then spread to other sectors of the economy as well

OpenAI competitor Anthropic has raised $30 billion in investment. It was valued at $380 billion

The company could face a fine of up to 10% of global revenue

EU launches investigation against Google: it is suspected of manipulating advertising prices

"Whoever signs the deal will no longer be present at the time of repayment," said KBRA analyst Gordon Kerr

Alphabet has decided to float the first 100-year bonds since the dot-com era

The company's shares have fallen in price, while quotes for chipmakers that could be supported by its new spending have jumped