The Tech Download: China’s AI surge — real threat or hype?

Tech leaders are increasingly paying attention to AI developments in the country.

Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags

Tech's megacaps announced major increases in capex spend for 2026, and now investors are preparing for cash to dwindle.

Tech IPO hype gets drowned out on Wall Street by prospect of $1 trillion in debt sales

SpaceX's potential IPO has generated plenty of investor buzz, but all of the real action in tech capital markets is currently ...

China's tech shock threatens the U.S. AI monopoly and is 'just getting started'

"You could see easily a world where maybe most of the world's population is running on a Chinese tech stack in five to 10 years time," one analyst told CNBC.