Stifel downgrades Microsoft to Hold, slashing price target from $540 to $392 amid Azure capacity constraints and rising AI competition from Google and Anthropic.

California Attorney General investigates xAI's Grok AI tool after avalanche of complaints about non-consensual sexual imagery of women and children.

Anthropic attacks OpenAI with Super Bowl ads, promising ad-free Claude chatbot as rivals clash over AI monetization strategies, triggering $400B market selloff.

Leading AI unicorn founders and venture investors gathered at Web Summit Qatar dismissed fears of software industry collapse following a historic $1 trillion sell-off in tech stocks. While acknowledging that AI valuations appear stretched, executives from companies like Glean and Miro argued that software will adapt and integrate AI rather than be replaced, predicting a market normalization within two years.

Google parent company Alphabet announced plans to invest between $175-$185 billion in capital expenditures during 2026, nearly doubling last year's spending. This massive investment in AI infrastructure represents one of the largest technology buildouts in history as the company races to maintain its competitive edge in the rapidly evolving AI landscape.