#big-tech-capex
#big-tech-capex

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Big Tech capex growth may be far slower than it looks - thanks to this overlooked metric

Surging data-center memory chip prices are inflating Big Tech capex growth, accounting for roughly 45% of the dollar increase in 2026.

Artificial intelligence

fromBusiness Insider

1 day ago

What's the future of the software business look like? Our top tech columnist weighs in.

AI's rising infrastructure costs and automation threaten traditional software's high-margin, scalable business model, potentially reducing growth and profitability for software companies.

from24/7 Wall St.

4 days ago

Live Nasdaq Composite: Tech Sell-Off Intensifies on Capex Concerns

The markets are under pressure today after Big Tech stocks spooked investors with their hefty capex agendas for 2026. Google parent Alphabet ( Nasdaq: GOOGL) Google shocked the markets by basically doubling its capital expenditures roadmap to $185 billion in 2026 compared with expectations of $120 billion in a bid to drive growth. GOOGL stock, which is a member of the Nasdaq Composite, is currently down about 3% while its market cap is hovering at $3.9 trillion.

Tech industry

Artificial intelligence

fromBusiness Insider

3 weeks ago

Michael Burry of 'The Big Short' finds unlikely ally in AI crusade: Ben Affleck

Ben Affleck and Michael Burry express skepticism about AI hype and Big Tech's large capital spending on data centers justified by inflated valuations.

Tech industry

from24/7 Wall St.

2 months ago

Stock Market Live November 17: S&P 500 (SPY) Bracing for Nvidia Earnings

Nvidia faces high earnings expectations as massive AI-driven capex from Big Tech and bullish analyst sentiment support continued growth and reduced bubble concerns.