Tag: hyperscaler capex

Global Markets

Microsoft Stock Surges After Holding AI CapEx Outlook Steady

Microsoft just delivered a surprise that sent its shares soaring after hours. While everyone expected another massive hike in spending,...

30/07/2026

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Market News

The Hidden AI Capex Depreciation Risk Behind Record Earnings

What if those blockbuster tech earnings everyoneGenerating the finance article is cheering hide a massive future cost that's only just...

25/07/2026

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Global Companies

Microsoft’s AI Hedge: Making Models Cheap While Owning The Rails

What if the winner in AI isn't the one with the smartest model but the one controlling the roads intelligence...

23/06/2026

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Market News

Nvidia Stock Falls on Earnings: What Sellers Are Missing

Nvidia just deliveredDrafting the Nvidia earnings article another stellar quarter with exploding demand, yet the stock sold off. Is the...

21/05/2026

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Market News

US Data Center Expansion Hit By Delays And Cancellations

With half of the planned US data centers for 2026 facing cancellation or delay, what does this mean for the...

16/04/2026

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Altcoins

Why Nvidia Shares Are Undervalued in the AI Boom

Everyone thinks the AI hype is cooling and Nvidia's run is over, but fresh analysis suggests the massive spending wave...

14/03/2026

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Market News

Jim Cramer on Anthropic AI and Software Stock Sell-Off

Jim Cramer calls out the brutal sell-off in software giants as Anthropic surges to a massive valuation. Is AI really...

15/02/2026

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Altcoins

Stock Market Today: AI Fears Drive Selloff Ahead of Key CPI

Markets plunged Thursday as AI fears rippled far beyond Big Tech, hammering software, trucking, and real estate shares. With major...

13/02/2026

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