#ai-infrastructure-capex

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Business
from24/7 Wall St.
5 days ago

Wall Street Sees 29% Upside for Meta While Retail Investors Turn Skeptical

Retail sentiment cooled after Meta's earnings and aggressive $115–135B AI-focused capex, even as analysts raised price targets forecasting roughly 29% upside.
Artificial intelligence
fromComputerWeekly.com
1 week ago

Half of Google's software development now AI-generated | Computer Weekly

About half of Alphabet's code is generated by AI coding agents, boosting developer productivity while capex focuses heavily on AI infrastructure to meet cloud demand.
Business
fromTheStreet
3 months ago

Here's the real reason why Alphabet stock is soaring after earnings

Alphabet earned $102.4 billion revenue (up 16%), drove strong ads and Google Cloud growth, net income near $35 billion, with heavy AI-focused capital spending.
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