Hyperscalers Face Growing Capex Scrutiny After Alphabet Report

After Alphabet shocked Wall Street with higher capex guidance for AI infrastructure, the other big tech players now face tougher...

28/07/2026

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Why Investors Didn’t Give Meta a Pass on Spending Despite Strong Quarter

Meta crushed revenue estimates and posted strong earnings, yet the stock tumbled after hours. What really spooked investors about the...

03/05/2026

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As investors sharpen focus on real returns, 2026 looms as pivotal for OpenAI—huge revenue growth meets staggering losses and compute...

23/01/2026

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Klarna’s IPO is coming, but can it convince investors it’s more than BNPL? Dive into its digital banking pivot and...

08/09/2025

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