#ai-capital-expenditure

[ follow ]
#meta-platforms #amazon-stock #magnificent-7 #big-tech #nasdaq-composite #free-cash-flow #dividend-growth
fromFast Company
3 days ago

Magnificent 7 stocks are down for 2 reasons in 2026. The second reason is outside their control

The new year has so far not been kind to the share price of Big Tech stocks, particularly the so-called Magnificent 7. These seven companies-Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla-are America's tech crown jewels. Combined, they have their hands in the hottest areas of tech, including artificial intelligence, mobile computing, chipmaking, and transportation. Yet all of these tech companies have seen their share prices decline since the beginning of the year.
Business
#meta-platforms
fromMiami Herald
1 week ago
Tech industry

High cash flow tech giant set to raise dividends through 2030

Meta posted record results, generated massive free cash flow, maintained a fortress balance sheet, and can likely increase dividends despite heavy AI capital spending.
fromAol
2 weeks ago
Business

Too Much Artificial Intelligence (AI) Capex? Not for Meta CEO Mark Zuckerberg, Who Is Full Steam Ahead, Much to the Market's Delight

Meta's sustained AI-focused capital spending and AI-driven advertising growth produced earnings and revenue beats, plus forward guidance ahead of expectations.
fromAol
2 weeks ago
Business

Too Much Artificial Intelligence (AI) Capex? Not for Meta CEO Mark Zuckerberg, Who Is Full Steam Ahead, Much to the Market's Delight

more#meta-platforms
US news
fromFortune
1 week ago

Nightmarish labor market finally shows signs of letting up-and 'vindication' for Jerome Powell | Fortune

January added 130,000 jobs with broad gains, unemployment fell to 4.3%, wages held steady, and manufacturing showed signs of stabilization.
#amazon-stock
more#amazon-stock
fromFortune
3 months ago

Investment alarm bells ring: For the first time in 20 years, AI bubble fears have fund managers saying companies are overdoing it | Fortune

Fortune's Shawn Tully reported Nvidia is facing small, but increasing skepticism among Wall Street analysts, with "cracks appearing" in its strategy. Shalett told Fortune in early October she was "very concerned" about what she was seeing in the AI space, with circular financing and market concentration among her concerns. "At the end of the day ... this is not going to be pretty," if and when the massive spending story in the AI space begins to break down, she said.
Business
Artificial intelligence
fromWIRED
3 months ago

Meta, Google, and Microsoft Triple Down on AI Spending

Microsoft expects AI capital spending to increase sequentially and anticipates fiscal year 2026 capex growth to exceed fiscal year 2025.
[ Load more ]