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Big Tech 2026: quarterly revenue and the risk of an AI bubble
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Big Tech 2026: quarterly revenue and the risk of an...

The largest tech giants have published fresh reports and caused sharp movements in the markets: shares of Nvidia and Microsoft reached historical highs, while Tesla remains under pressure due to declining margins and a prolonged transition to robo-taxis. At the same time, new rules on cloud data are coming into force in the US, and the EU is expanding the scope of the Digital Markets Act to include generative AI. For businesses in Kazakhstan and Central Asia, this is not an abstract news story: as early as 2026, prices for cloud services, AI licensing, and data storage requirements are changing. Companies like Alashed IT (it.alashed.kz) are using these changes to restructure their clients' infrastructure in advance and help them avoid overpaying to Big Tech.

Dow Jones Falls 260 Points Amid Inflation and Trump-China Summit
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Dow Jones Falls 260 Points Amid Inflation and Trump-...

The U.S. stock market showed a rare divergence: the industrial Dow Jones collapsed due to hot inflation data, while the tech-heavy Nasdaq soared thanks to a rally in chipmakers. President Trump arrived in China for a summit with Xi Jinping, bringing Jensen Huang from Nvidia, Elon Musk, and Tim Cook. This is important today as investors reassess inflation risks and AI infrastructure prospects, impacting global markets.

Big Tech's Capital Expenditure on AI to Reach $700 Billion in 2026
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Big Tech's Capital Expenditure on AI to Reach $700 B...

According to the WEF report 'Building Resilient and Scalable AI Value Chains', investments in AI infrastructure will soar to $700 billion this year. This is a response to the growing demand for computational power from leaders like Nvidia, Microsoft, and Google. Today's data is critical for the Central Asia IT market, where local outsourcers are integrating AI into business processes. The U.S. stock market is falling amid inflation, but AI investments remain a growth driver.

AI Trading Bot Trims NVIDIA Ahead of CPI: Intel and AMD Lead 2026 Gains
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AI Trading Bot Trims NVIDIA Ahead of CPI: Intel and...

Today, markets are holding their breath ahead of the April inflation data from the BLS at 8:30 ET, where a 3.7% year-over-year increase is expected—double the Fed's 2% target. This calls into question rate cuts in 2026. Meanwhile, Intel and AMD are soaring in 2026: Intel's stock has tripled, and AMD has risen by 25% in a week following the Q1 report. The shift in AI from GPU to CPU for inference is changing the chip sector leaders.

AI Chip Shortage Slows Big Tech: Google Misses 2026 Targets
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AI Chip Shortage Slows Big Tech: Google Misses 2026...

In 2026, the shortage of AI chips has limited the scaling of computing for training advanced AI models, according to the CNAS report. Earlier, in 2024-2025, the main issue was data center capacity, but now chip production has become the key barrier. This is critical today, as companies like Google, NVIDIA, and others cannot achieve their plans for expanding AI infrastructure. For businesses in Kazakhstan, this means rising prices for cloud services and delays in AI projects.

Intel Stock Surged by 190% in 2026: Talks with Apple
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Intel Stock Surged by 190% in 2026: Talks with Apple

Intel Foundry Services is reaching new heights: Apple is in early talks with Intel and Samsung about producing its chips in U.S. factories due to a shortage of TSMC capacity. This is not a return to joint development but purely a contract manufacturing for Apple chips. Today, May 9th, 2026, investors are noting the growth, which is changing the semiconductor market landscape and opening a window for Central Asian IT companies.

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