The $720 Billion Capex Trap: 2 Artificial Intelligence (AI) Hyperscalers Spending on Growth While the Rest Spend on Maintenance

The big five hyperscalers plan to spend a total of more than $700 billion on artificial intelligence (AI) infrastructure this ...
Morning Overview on MSN

This wild AI tool rips off open source code without breaking copyright

In early 2025, a class-action lawsuit against GitHub, Microsoft, and OpenAI over Copilot’s use of open-source training data ...

NM State Ethics Commission sues secretive group behind pro-Project Jupiter ad campaign

The State Ethics Commission’s lawsuit repeats Source NM’s findings, including that the smiling Hispanic woman on the mailers ...
The Next Web

The AI rally looks like the dot-com bubble. The companies do not.

The Shiller CAPE is at 38-40, second only to the dot-com peak of 44.19. Top-10 concentration exceeds 2000 levels. But Nvidia earned $120B and tech trades at 30x, not 50x. Both sides are right.