#capex

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#amazon
Venture
from24/7 Wall St.
6 days ago

Amazon CEO Andy Jassy Just Made a $200 Billion Bet on AI. Here's How He'll Win

Amazon plans to invest $200 billion in CapEx in 2026, marking the largest single-year infrastructure investment in corporate history.
Venture
from24/7 Wall St.
6 days ago

Amazon CEO Andy Jassy Just Made a $200 Billion Bet on AI. Here's How He'll Win

Amazon plans to invest $200 billion in CapEx in 2026, marking the largest single-year infrastructure investment in corporate history.
#meta-platforms
Business
from24/7 Wall St.
6 days ago

Meta Is Spending Up to $145 Billion on AI Infrastructure. This Supplier Trades at a Tenth of Meta's Multiple

Meta's EPS beat is misleading due to accounting adjustments, while Super Micro Computer benefits from Meta's increased capex.
fromThe Motley Fool
6 months ago
Artificial intelligence

Should You Buy Meta Platforms Stock Before Oct. 29? | The Motley Fool

Meta is investing $66–$72 billion in 2025 capex to pivot toward AI while legacy advertising drives near-term revenue growth.
Business
from24/7 Wall St.
6 days ago

Meta Is Spending Up to $145 Billion on AI Infrastructure. This Supplier Trades at a Tenth of Meta's Multiple

Meta's EPS beat is misleading due to accounting adjustments, while Super Micro Computer benefits from Meta's increased capex.
#microsoft
Tech industry
from24/7 Wall St.
6 days ago

Buy, Sell or Hold Microsoft at $410?

Microsoft's stock decline contrasts with strong AI growth and cloud revenue, presenting a potential buying opportunity at $410.
Tech industry
from24/7 Wall St.
6 days ago

Buy, Sell or Hold Microsoft at $410?

Microsoft's stock decline contrasts with strong AI growth and cloud revenue, presenting a potential buying opportunity at $410.
Business
from24/7 Wall St.
1 week ago

Opinion: Microsoft Probably Should Have Rallied After Those Solid Earnings

Microsoft's strong earnings report did not lead to a stock rally, with shares down nearly 6% despite positive financial metrics.
#alphabet
Tech industry
from24/7 Wall St.
1 week ago

A Bigger 2027 Capex Wave May Be Coming - and Google's Hint Could Be the First Real Tell From the Hyperscalers

Alphabet's significant CapEx investment and 63% Google Cloud growth indicate a strong AI demand and potential for tech leaders to increase spending.
fromBusiness Insider
3 months ago
Artificial intelligence

3 big things to look out for in Google's Q4 earnings

Alphabet's 2025 momentum centers on AI model/product growth, rising capex, expanding cloud customers, and potential search-share pressure from AI competitors.
fromBenzinga
3 months ago
Business

Alphabet Could Power Past Forecasts As AI Lifts Ads, Cloud: Analyst - Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL)

Alphabet enters Q4 with AI-driven Search and Cloud momentum, poised for revenue and EPS beats and higher 2026 capex reflecting increased infrastructure investment.
Tech industry
from24/7 Wall St.
1 week ago

A Bigger 2027 Capex Wave May Be Coming - and Google's Hint Could Be the First Real Tell From the Hyperscalers

Alphabet's significant CapEx investment and 63% Google Cloud growth indicate a strong AI demand and potential for tech leaders to increase spending.
Tech industry
from24/7 Wall St.
1 week ago

Live: Will Alphabet Beat Q1 Earnings After the Bell?

Alphabet's Q1 results are highly anticipated, focusing on cloud growth and aggressive capex amid strong revenue expectations.
fromBenzinga
3 months ago
Business

Alphabet Could Power Past Forecasts As AI Lifts Ads, Cloud: Analyst - Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL)

#tesla
#ai-investment
fromFortune
4 months ago
US news

A huge chunk of U.S. GDP growth is being kept alive by AI spending 'with no guaranteed return,' Deutsche Bank says | Fortune

fromFortune
4 months ago
US news

A huge chunk of U.S. GDP growth is being kept alive by AI spending 'with no guaranteed return,' Deutsche Bank says | Fortune

fromForbes
2 months ago

Is Google Stock Ready For Another Rally?

Google stock has surged over 60% in the last twelve months, fueled primarily by the aggressive integration of Gemini AI across its search and cloud ecosystems. Historically, Alphabet is no stranger to such momentum; the stock has seen 30% rallies in under two months during 2010 and 2024, and even twice eclipsed 50% gains in brief windows throughout 2025. If these historical precedents hold, upcoming catalysts could once again propel the stock to record peaks, offering substantial upside for investors.
Business
#ai-infrastructure
fromFortune
3 months ago
Artificial intelligence

Big Tech's $630 billion AI spree now rivals Sweden's economy, unsettling investors: 'We've never invested this much on anything before' | Fortune

fromFortune
3 months ago
Artificial intelligence

Alphabet is confident about plans to double capex spending to a possible $185 billion-but it's keeping CEO Sundar Pichai up at night | Fortune

fromFortune
3 months ago
Artificial intelligence

Big Tech's $630 billion AI spree now rivals Sweden's economy, unsettling investors: 'We've never invested this much on anything before' | Fortune

fromFortune
3 months ago
Artificial intelligence

Alphabet is confident about plans to double capex spending to a possible $185 billion-but it's keeping CEO Sundar Pichai up at night | Fortune

Business
from24/7 Wall St.
2 months ago

Dow 50,000 Shows This AI-Led Bull Market Has Plenty of Room to Run

The Dow's recent outperformance reflects a rotation into value, driven by cash-flow-generative industrials like Caterpillar amid cooling big-tech momentum.
#meta
fromAol
6 months ago
Tech industry

'Compute' 22, 'metaverse' 0: The words Meta execs did and didn't say on its earnings call

fromAol
6 months ago
Tech industry

'Compute' 22, 'metaverse' 0: The words Meta execs did and didn't say on its earnings call

Business
fromFortune
3 months ago

Wall Street is losing patience with OpenAI's $1 trillion revenue problem-and they're taking it out on Microsoft | Fortune

Investors are re-evaluating generative AI, viewing OpenAI-linked spending as systemic risk that triggered a sharp tech selloff led by Microsoft.
#data-centers
#ai
fromFortune
5 months ago
Business

Goldman says the stock market has already priced in the AI boom, with $19 trillion of market value running ahead of actual economic impact so far | Fortune

fromFortune
7 months ago
Artificial intelligence

Spending on AI is increasingly fuelled by debt and will be marginally 'negative' for corporate credit quality, Goldman Sachs says | Fortune

fromFortune
5 months ago
Business

Goldman says the stock market has already priced in the AI boom, with $19 trillion of market value running ahead of actual economic impact so far | Fortune

fromFortune
7 months ago
Artificial intelligence

Spending on AI is increasingly fuelled by debt and will be marginally 'negative' for corporate credit quality, Goldman Sachs says | Fortune

Environment
fromTheregister
6 months ago

US hyperscalers to guzzle 22% more grid juice by end of 2025

U.S. hyperscale datacenters will require dramatically more grid electricity, rising 22% by 2025 and potentially tripling by 2030 due to AI-driven expansion.
Miscellaneous
fromLondon Business News | Londonlovesbusiness.com
7 months ago

Soaring operational costs pile pressure on capex in hospitality - London Business News | Londonlovesbusiness.com

Rising operational costs are forcing hospitality businesses to cut capital expenditure, undermining investment plans, hitting smaller operators hardest and leaving many with limited cash reserves.
Artificial intelligence
from24/7 Wall St.
8 months ago

Nvidia (NASDAQ: NVDA) Stock Price Prediction for 2025: Where Will It Be in 1 Year (Sept 10)

Nvidia's stock has rebounded strongly despite guidance misses and U.S.-China export headwinds, driven by dominant AI-chip position, strong profitability, capex focus, and robust data-center demand.
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