Tag: AI Capex

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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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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