Tag: AI Capex

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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Market News

Earnings Season Begins: Can Companies Clear the High Bar?

The earnings reports are rolling in, with major banks surprising to the upside, yet some stocks are dropping anywayDrafting the...

15/07/2026

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Market News

Amazon $25B Bond Sale and Microsoft’s AI Strategy ShiftResolving conflicting category instructions

Amazon just announced plans for a huge $25 billion bond sale while Microsoft starts swapping in its own AI models...

08/07/2026

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Global Markets

BIS Warns AI Spending Boom Could Strain Global Markets

The BIS just dropped a stark warning about the massive AI spending spree by tech giants. With trillions pouring into...

29/06/2026

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Global Companies

Oracle Slashes 21000 Jobs as AI Reshapes Tech Workforce

Oracle just cut over 21,000 positions as it pours billions into AI infrastructure. But what does this mean for the...

23/06/2026

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Market News

Semiconductor Rally at Risk: What Could Derail the AI Boom

The semiconductor sector has gone parabolic, smashing records on AI enthusiasm. But with extreme valuations and concentrated risks, one wrong...

17/06/2026

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Market News

Alphabet Raises $80 Billion to Power AI Growth and Infrastructure

Have you ever wondered how the biggest tech companies plan to pay for the enormous costs of building out artificial...

02/06/2026

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Global Markets

Why AI Spending May Far Exceed $1 Trillion Estimate in Coming Years

Wall Street sees AI spending topping a trillion soon, but Nvidia's CEO just dropped a much bigger number that could...

21/05/2026

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Market News

Semiconductor Rally Pricing In 2028 Growth Already

The semiconductor sector has delivered jaw-dropping gains, but this parabolic move might already be looking years into the future. What...

16/05/2026

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Market News

Stagflation Narrative: Why Doomers Miss the Real Picture

The stagflation warnings sound convincing until you look closer at how today's economy differs from the 1970s. High prices might...

15/05/2026

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