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In this section of our news section we provide you with editorial content from leading publishers.

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Meta CEO Mark Zuckerberg defends AI spending: 'We're seeing the returns'

Mark Zuckerberg is reminding investors that Meta needs to keep spending on artificial intelligence because of the risk of not investing enough.

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Google expects 'significant increase' in capital expenditure in 2026, execs say

Alphabet is planning a "significant increase" in spend next year as it continues to invest in AI infrastructure to meet the demand of its customer backlog.

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Microsoft stock drops on forecast for increased spending growth this year

Microsoft's cloud business has been growing faster than rival Amazon Web Services, as the company ramps up artificial intelligence investments.

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ServiceNow CEO denies AI companies are threatening enterprise software: 'They don't do what we do'

ServiceNow CEO Bill McDermott pushed back against the idea that artificial intelligence technology will make enterprise software redundant.

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YouTube offers voluntary buyouts as company reorganizes around AI

In an internal memo to staff, YouTube CEO Neal Mohan said the platform is reorganizing its product teams for the first time in a decade.

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Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34%

Alphabet reported third-quarter earnings after the bell Wednesday.

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Meta shares drop 9% despite earnings beat as company takes one-time tax charge

Meta reported third-quarter earnings on Wednesday and saw shares drop 9% after it said it would take a one-time tax charge.

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Microsoft takes $3.1 billion hit from OpenAI investment

Microsoft and OpenAI are key partners in cloud and artificial intelligence, but they're increasingly becoming competitors as well.

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Meta’s Reality Labs posts $4.4 billion loss in third quarter

The Reality Labs business, focused on virtual and augmented reality, lost $4.4 billion loss in third quarter while recording $470 million in sales.

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ServiceNow tops estimates, approves 5-for-1 stock split

ServiceNow reported third-quarter results on Wednesday that blew past Wall Street's expectations and its board approved a five-for-one stock split.

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Powell says AI is different from dotcom bubble and is major source of economic growth

Powell says AI is different from dotcom bubble and is major source of economic growth

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Market moves after the Fed rate cut — plus, two price target hikes on big-name stocks

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

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Snowflake says exec shared unauthorized guidance in Instagram street interview

The video was posted by Instagram account "theschoolofhardknockz" and features Snowflake Chief Revenue Officer Mike Gannon.

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Nvidia hits $5T market cap without big China sales. Jim Cramer says that could change

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

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3 reasons Apple deserves its initiation into the $4 trillion club — and what to expect next

JPMorgan said that Apple shares are heading into Thursday's quarterly earnings release with "a greater halo of positivity than any time in the past year."

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Character.AI to block romantic AI chats for minors a year after teen's suicide

Character.AI said it will phase out open-ended chats for minors, including romantic dialogues with AI chatbots, by Nov. 25.

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Etsy stock sinks on downbeat earnings, CEO change — Depop chief to replace Silverman

Etsy said Josh Silverman will step down as CEO and be replaced by Depop chief Kruti Patel Goyal.

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Apple's iPhone Air doesn't look like a bestseller. It might not matter

Apple's earnings report this Thursday is critical for investors because it includes the first official sales for the iPhone 17 and the iPhone Air.

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World’s largest sovereign wealth fund returns 5.8% amid AI optimism

The fund, the largest of its kind in the world, said its value grew 854 billion Norweigan kroner in the third, powered by strong equities gains.

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Nvidia's day of deals, the Fed decision, Boeing earnings and more in Morning Squawk

Here are five key things investors need to know to start the trading day.

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