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CAPITAL EXPENDITURE FORECAST
What bubble? Amazon enters $3 trillion market cap club, CEO highlights striking AI demandAmazon shares reached a new high, briefly surpassing $3 trillion in market value. This surge followed a strong earnings report and increase...
AI isn’t a catch-all trade for stocks in this earnings seasonInvestors are becoming more selective about AI-linked stocks, rewarding companies such as Microsoft and Amazon for showing clear returns fr...
Amazon shares surge 13% as cloud growth eases AI spending fearsAmazon shares rose sharply on Fridat after stronger-than-expected growth at its cloud business reinforced investor confidence in the compan...
China emerging as long-term AI winner despite semiconductor market volatility: JefferiesChina leads the artificial intelligence race, particularly in consumer markets. Global semiconductor stocks face volatility, nearing 200-da...
Microsoft sets record with near $450 billion single-day gain in market valueThe software giant's shares closed up more than 15%, lifting its market capitalization to $3.35 trillion, surpassing chip giant Nvidia's ...
Amazon to boost spending on AI and other technology by $20 billion after strong Q2 resultsThe Seattle-based company said Thursday that sales in its cloud computing unit called AWS rose 37% during the April-June period, faster tha...
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...
Ahead of Market: 10 things that will decide stock market action on FridayIndian equities extended gains after the US Federal Reserve kept rates unchanged, with Sensex rising 274 points and Nifty closing above 24,...
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...
US stocks: US market advances as Microsoft results ease AI spending fearsUS stocks opened higher on Thursday morning. Microsoft's strong forecast eased investor concerns about AI spending. Major indices like the ...
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 ...
Glass-maker Corning shares plunge 20% on lower sales forecastCorning's stock dropped significantly after reporting slower fiber optics growth. The company forecast lower third-quarter sales, disappoin...
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...
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...
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...