denisik11/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Hyperscaler capex looks better when compared to AT&T’s Depression spending . (0:15) Intel gains after SK hynix partnership report . (2:08) Inspire Brands preps for one of history’s largest restaurant IPOs . (2:45) This is an abridged transcript of the podcast: Our top story so far, Wall Street is increasingly...
denisik11/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Hyperscaler capex looks better when compared to AT&T’s Depression spending . (0:15) Intel gains after SK hynix partnership report . (2:08) Inspire Brands preps for one of history’s largest restaurant IPOs . (2:45) This is an abridged transcript of the podcast: Our top story so far, Wall Street is increasingly nervous about hyperscaler capex. The combined capital expenditure of Amazon ( AMZN ), Microsoft ( MSFT ), Alphabet ( GOOG ) ( GOOGL ), and Meta ( META ) was just over $200B in 2024. Two years later it is on track to approach $700B. Free cash flow at those four companies slipped to about $200B last year, down from $237B in 2024, as the AI build-out accelerated. The question investors are asking: what happens if the economy turns? History offers a partial answer from an unlikely source. By 1930, AT&T’s ( T ) Bell System was spending $585M annually on construction — the largest private infrastructure program in American history. Then the Depression hit. GDP collapsed, unemployment reached 25%, and corporate America retrenched. Bell did not. Telephone installations declined, but infrastructure investment continued. The dividend held at $9 per share from 1929 to 1942 — uninterrupted through the worst economic catastrophe in U.S. history. The mechanism was simple: stopping was more dangerous than continuing. A network only has value if it keeps expanding. The moment Bell stopped building, it risked losing the monopoly logic that justified its existence. That logic has a modern echo. Amazon CEO Andy Jassy recently described AI as “a once-in-a-lifetime opportunity where the current growth is unprecedented and the future growth even bigger.” That’s less a growth forecast than a statement about competitive risk. Hyperscaler capex now amounts to roughly 2.2% of U.S. GDP, and executives have been clear: the danger is not over-investing but being under-invested when the cycle matures. ...
A doctor in a hospital exam room watches as a medical transcription agent updates electronic health records, prompts prescription options, and surfaces patient history in real time. A computer vision agent on a manufacturing line is running quality control at speeds no human inspector can match. Both generate non-human identities that most enterprises cannot inventory, scope, or revoke at machine ...
A doctor in a hospital exam room watches as a medical transcription agent updates electronic health records, prompts prescription options, and surfaces patient history in real time. A computer vision agent on a manufacturing line is running quality control at speeds no human inspector can match. Both generate non-human identities that most enterprises cannot inventory, scope, or revoke at machine speed. That is the structural problem keeping agentic AI stuck in pilots. Not model capability. Not compute. Identity governance. Cisco President Jeetu Patel told VentureBeat at RSAC 2026 that 85% of enterprises are running agent pilots while only 5% have reached production. That 80-point gap is a trust problem. The first questions any CISO will ask: which agents have production access to sensitive systems, and who is accountable when one acts outside its scope? IANS Research found that most businesses still lack role-based access control mature enough for today's human identities, and agents will make it significantly harder. The 2026 IBM X-Force Threat Intelligence Index reported a 44% increase in attacks exploiting public-facing applications, driven by missing authentication controls and AI-enabled vulnerability discovery. Why the trust gap is architectural, not just a tooling problem Michael Dickman, SVP and GM of Cisco's Campus Networking business, laid out a trust framework in an exclusive interview with VentureBeat that security and networking leaders rarely hear stated this plainly. Before Cisco, Dickman served as Chief Product Officer at Gigamon and SVP of Product Management at Aruba Networks. Dickman said that the network sees what other telemetry sources miss: actual system-to-system communications rather than inferred activity. "It's that difference of knowing versus guessing," he said. "What the network can see are actual data communications … not, I think this system needs to talk to that system, but which systems are actually talking together." That raw behav...
About a year ago, I was in my parents’ living room, where a new TV sat in its box, waiting to be set up. My sister-in-law pointed to a woman on the packaging and said, “Oh, that’s Dua Lipa!” I barely know who she is, so I didn’t think it was unusual for the singer to be featured on the box. But at least one person thinks it's a big deal: Lipa herself. On Friday, Lipa filed a lawsuit against Samsun...
About a year ago, I was in my parents’ living room, where a new TV sat in its box, waiting to be set up. My sister-in-law pointed to a woman on the packaging and said, “Oh, that’s Dua Lipa!” I barely know who she is, so I didn’t think it was unusual for the singer to be featured on the box. But at least one person thinks it's a big deal: Lipa herself. On Friday, Lipa filed a lawsuit against Samsung for using her image on some of its TV boxes, alleging that its use constitutes copyright infringement, trademark infringement, and a violation of her right of publicity. The complaint ( PDF ), filed in the US District Court for the Central District of California, says that Lipa owns all “rights, title, and interest in the image titled ‘Dua Lipa - Backstage at Austin City Limits, 2024.’” “Samsung mass-manufactured, distributed (or caused to be distributed) marketed, and sold in interstate commerce across the United States a vast number of its televisions in various sizes in these cardboard boxes containing the [image],” the lawsuit says. Read full article Comments
Shares of FuelCell Energy (NASDAQ:FCEL) are up 18% in midday trading on Monday, leading a broad rally across the fuel cell complex. Plug Power (NASDAQ:PLUG) stock is climbing 13%, while Bloom Energy (NYSE:BE) is rallying 12% as investors rotate aggressively into clean baseload power names. FCEL stock is trading at around $16.41 after closing Friday ... FuelCell Energy Surges 18%, Plug Power Climbs...
Shares of FuelCell Energy (NASDAQ:FCEL) are up 18% in midday trading on Monday, leading a broad rally across the fuel cell complex. Plug Power (NASDAQ:PLUG) stock is climbing 13%, while Bloom Energy (NYSE:BE) is rallying 12% as investors rotate aggressively into clean baseload power names. FCEL stock is trading at around $16.41 after closing Friday ... FuelCell Energy Surges 18%, Plug Power Climbs 13%, Bloom Energy Rallies 12% as Fuel Cell Stocks Ignite
As of midday, the S&P 500 (SNPINDEX:^GSPC) rose 0.34% to 7,424.04, the Nasdaq Composite (NASDAQINDEX:^IXIC) added 0.38% to 26,346.51. The Dow Jones Industrial Average (DJINDICES:^DJI) was barely changed, falling 0.01% to 49,604.50 as oil’s latest spike tempered AI‑driven opti
As of midday, the S&P 500 (SNPINDEX:^GSPC) rose 0.34% to 7,424.04, the Nasdaq Composite (NASDAQINDEX:^IXIC) added 0.38% to 26,346.51. The Dow Jones Industrial Average (DJINDICES:^DJI) was barely changed, falling 0.01% to 49,604.50 as oil’s latest spike tempered AI‑driven opti
As microdrama apps like ReelShort and DramaBox quietly rake in billions, Peacock announced on Monday that is launching two unscripted Bravo microdramas, which will stream in the Peacock app.
As microdrama apps like ReelShort and DramaBox quietly rake in billions, Peacock announced on Monday that is launching two unscripted Bravo microdramas, which will stream in the Peacock app.
In this article NFLX Follow your favorite stocks CREATE FREE ACCOUNT Samuel Boivin | Nurphoto | Getty Images Netflix was sued on Monday by Texas Attorney General Ken Paxton, who accused the streaming company of spying on children and other consumers by collecting their data without consent, and designing its platform to be addictive. Texas said Netflix has for years falsely represented to consumer...
In this article NFLX Follow your favorite stocks CREATE FREE ACCOUNT Samuel Boivin | Nurphoto | Getty Images Netflix was sued on Monday by Texas Attorney General Ken Paxton, who accused the streaming company of spying on children and other consumers by collecting their data without consent, and designing its platform to be addictive. Texas said Netflix has for years falsely represented to consumers that it did not collect or share user data, when it actually tracked viewing habits and preferences and sold the data to commercial data brokers and advertising technology companies, making billions of dollars a year. The complaint quoted former Netflix Chief Executive Reed Hastings as saying in 2020 "we don't collect anything," as he sought to distinguish Netflix from Amazon.com , Facebook , Google with regard to data collection. "When you watch Netflix, Netflix watches you," according to the complaint filed in a state court in Collin County, near Dallas. Netflix did not immediately respond to a request for comment. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Move comes after PM insisted he would prove his doubters wrong and fight any leadership challenge UK politics live – latest updates Keir Starmer’s grip on power appeared to be slipping away on Monday as more than 70 Labour MPs publicly urged him to set out a timetable for his departure, despite his pledging to fight any challenge. The prime minister warned the country would “never forgive” Labour ...
Move comes after PM insisted he would prove his doubters wrong and fight any leadership challenge UK politics live – latest updates Keir Starmer’s grip on power appeared to be slipping away on Monday as more than 70 Labour MPs publicly urged him to set out a timetable for his departure, despite his pledging to fight any challenge. The prime minister warned the country would “never forgive” Labour for plunging into the chaos of a leadership election – and that he intended to prove his doubters inside and outside the party wrong. Continue reading...
Carol Schleif, chief market strategist for Bank of Montreal, says the buildout of AI infrastructure is lifting a broad cross section of stocks, not just a handful of tech names. She speaks with Ed Ludlow and Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)
Carol Schleif, chief market strategist for Bank of Montreal, says the buildout of AI infrastructure is lifting a broad cross section of stocks, not just a handful of tech names. She speaks with Ed Ludlow and Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)