Tag: AI Capex

Market News

When Will Soaring AI Spend Finally Reward Tech Investors?

As big tech reports mixed quarterly results amid massive AI spending, investors are left wondering: when do the huge investments...

06/08/2026

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Global Markets

Market Optimism Builds on Hormuz Talks Amid AI Chip Loyalty Shifts

With the Dow hitting fresh records on hopes of a Hormuz breakthrough and SpaceX doubling down on Nvidia for AI,...

06/08/2026

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Market News

Hyperscalers Power Rankings After Earnings: Amazon Takes the Lead

After this earnings season, one hyperscaler clearly pulled ahead with a masterclass on AI spending. The others? Mixed results that...

02/08/2026

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Market News

Amazon Stock Surges asResolving conflicting category instructions CEO Makes Powerful Case for AI Spending

Amazon just delivered a standout quarter with AWS accelerating faster than expected, and the CEO laid out exactly how their...

31/07/2026

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Market News

Amazon Q2 2026 Earnings: Cloud Growth AI Capex and Retail Impact Revealed

Amazon just dropped its Q2 2026 numbers and the details on AI spending and cloud growth are raising big questions...

30/07/2026

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Market News

Meta Stock Ceiling Lowered After Earnings, Analysts Cut Targets

Meta's stock just dropped sharply after its latest earnings, with analysts slashing price targets over massive AI spending. Is this...

30/07/2026

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Global Companies

Meta’s AI Capacity Dilemma: Sell Excess Compute or Keep for Growth

Mark Zuckerberg just laid out Meta's high-stakes AI balancing act between cashing in on excess computing power right now and...

30/07/2026

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Market News

Fed Holds Rates Steady as Microsoft Meta AI Capex Takes Center Stage

With the Fed deciding to hold rates steady, all eyes turn to Microsoft and Meta earnings tonight. Will their AI...

29/07/2026

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Global Markets

AI Boom Energy Prices Challenge Fed Policy Decisions

With AI spending exploding and energy prices climbing due to global tensions, the Fed faces a critical dilemma: tighten policy...

28/07/2026

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Market News

Tech Giants Spending Shock Hits Wall Street Hard

Big Tech just dropped massive spending bombs that sent shares tumbling even after solid quarters. With Alphabet eyeing $205 billion...

23/07/2026

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