Searched for
AI CAPITAL EXPENDITURE
AI selloff knocks South Korea, Taiwan down global market cap rankingsSouth Korea and Taiwan market caps declined significantly after initial gains. This fall was driven by concerns over artificial intelligenc...- US stocks: Microsoft adds $485 billion to investors' wealth as shares rise 15%. Check whyMicrosoft shares experienced a significant surge on Thursday. The company anticipates continued cash generation through its new fiscal year...
- US stocks: US market ends sharply higher, lifted by soaring MicrosoftWall Street surged on Thursday, led by chip stocks and Microsoft's strong forecast. Microsoft's forecast eased investor concerns about mass...
- Microsoft shares surge 16% as AI cloud bet starts showing up in numbersMicrosoft shares surged 16% after stronger-than-expected guidance, robust Azure cloud growth and rising Microsoft 365 Copilot adoption ease...
- Microsoft beats Wall Street expectations with $90 billion in revenueMicrosoft reported robust quarterly earnings, exceeding analyst expectations significantly. The company's cloud computing platform, Azure, ...
- Explained: Why Microsoft shares rallied 9% in extended trading after Q4 earnings despite AI worriesMicrosoft shares surged nearly 9% in extended trading after the software giant reported stronger-than-expected Q4 earnings and Azure cloud ...
- Microsoft set for $190 billion market value swing after earnings results, options indicateThe tech company's options imply a move of about 6.6% in either direction after the company reports fourth-quarter results. By comparison, ...
- Global Market | AI boom, market correction risks emerge as major credit threats: FitchRatings agency Fitch highlights AI boom and market correction as major global credit risks. Unprecedented AI spending and soaring valuation...
- Fitch warns AI market correction emerging as major global credit riskRatings agency Fitch warns of significant AI-related market correction risks. Unprecedented AI spending and soaring tech valuations raise c...
- US faces risk of 'massive capital destruction' as Chinese AI models challenge hyperscalers: JefferiesThe United States could face "massive capital destruction" from its artificial intelligence (AI) investment boom as Chinese open-source AI ...
- US core capital goods orders climb 0.9% in June, beats expectationsU.S. manufacturing showed resilience in June with increased equipment investment. New orders for capital goods excluding aircraft rose sign...
- India among top five growth markets, centre of global strategy for Red HatIndia is currently at the centre of the company's global strategy, both as a critical market and a hub for engineering excellence, Navtej S...
- Chris Wood warns of massive capital destruction in US as China challenges AI boomJefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-sou...
- AI investment boom faces growing credit risks as hyperscalers ramp up debt: JefferiesInvestors are now scrutinising massive artificial intelligence infrastructure spending by major tech companies. Hyperscalers are increasing...
- Google increases capex forecast again after cloud-driven earnings beatThe search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said ...
- US Stock Market: Big tech's AI spending boom raises cash flow concerns despite early returnsAmerica's biggest technology companies are beginning to generate meaningful AI-driven revenue, but surging infrastructure spending is putti...
- Analysis-AI investment boom puts Big Tech's free cash flow under pressureBig tech firms are investing heavily in artificial intelligence infrastructure. Their capital expenditures may soon exceed free cash flow g...
- Alphabet's Gemini delay, spending worries loom over earningsThe Google parent - set to report second-quarter results on Wednesday - has delayed from June the launch of its next flagship model, Gemini...
- Oracle stock in free fall: What's driving the latest selloff and what's next?Oracle shares hit a 52-week low after an S&P credit downgrade raised concerns over heavy AI spending, rising debt and execution risks despi...
- Downfall of a Wall Street darling: Why Oracle shares crashed 65% from peakOracle shares have dropped about 65% from their peak as investors shift focus from AI-driven cloud growth to rising capital expenditure, de...
Load More
