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AI CAPITAL SPENDING
Wall Street tech rout deepens on doubts over AI spendingMajor US tech stocks have taken a hit as investors react to underwhelming earnings and worries about AI spending. Giants like Microsoft, Am...
Big Tech returns smallest share of cash to shareholders in 15 years, given AI spendingThe retreat threatens a long-standing source of support for technology share prices. With companies buying back fewer shares, investors are...
October ends with a thud for Intel, Reddit, AI stalwartsA fresh test of this year's technology rally sent the Nasdaq composite on Friday to its biggest decline since June. Chipmaker Intel and soc...
Nasdaq 100 cracks 5%, wipes out $2 trillion in October as AI spending fears deepenInvestor concerns about the high expenditures on artificial intelligence have intensified amidst rising borrowing costs. Major technology c...
Nasdaq faces $2 trillion wipeout in October as AI spending fears deepenThe wipeout would amount to slightly more than SpaceX's entire market value. The index has fallen over 5.8% so far in October as the AI tra...
Nasdaq futures tumble over 2% as Amazon, Intel stoke AI spending concernsU.S. stock futures tumbled as Amazon's rising AI investments and Intel's cash burn warning heightened concerns over infrastructure costs, b...
Asia chip firms see strong AI demand; market jitters continueAsian chip-supply-chain companies report a strong ongoing demand for AI-related products despite investor concerns. Foxconn Chairman Young ...
Global Market: Wall Street's top asset managers bet big on AI infrastructure boomWall Street’s leading alternative asset managers are ramping up investments in AI infrastructure, betting on long-term leases and creditwor...
Explained: Why AI giants Google, Amazon, Intel shares crashed up to 23% in a single dayShares of Alphabet, Amazon and Intel plunged on Thursday as investors fretted over rising AI spending, weakening cash flows and a subdued o...
Cash takes centre stage as investors rethink AI spending boomInvestors are increasingly focused on technology companies' cash generation capabilities to fund artificial intelligence investments. Micro...
Google shares crash 13% after $9 billion cash burn sparks AI spending fearsAlphabet shares crashed 13% as third-quarter earnings missed expectations due to heavy AI spending and slowing search ad growth. Net profit...
Google's Nvidia chip challenge boosts cloud sales, crimps cash flowThe trade-off, outlined by finance chief Anat Ashkenazi on Alphabet's post-earnings call on Wednesday, offers an early look at the costs of...
Alphabet's heavy cloud spending drives bigger-than-expected cash burnThe company reported negative free cash flow of $9.07 billion, compared with analysts' estimate of a cash burn of $36 million, according to...
Indian IT firms poised to benefit from enterprise AI adoption as infrastructure costs rise: ReportIndian information technology (IT) companies are well-positioned to benefit from the growing adoption of artificial intelligence (AI) by en...
The AI boom may transform the economy and still destroy capital, with stranded data centres and heavy investor lossesInvestments in artificial intelligence by major companies have significantly increased in recent years. The overall investment in other sec...
AI financing driving private credit growth as refinancing risks rise, Moody's saysThe ratings agency said AI financing needs now extend beyond data-center construction to land, power, semiconductors, graphics processing u...
Microsoft, Amazon and Google may spend $600 billion on AI in 2026. Will investors see returns?Microsoft, Amazon and Google could spend as much as $600 billion on AI in 2026, but investors want to know whether the massive investment w...
Big Tech’s AI push faces a $1 trillion profit test, says UBSUBS Global Research indicates that major cloud companies must generate an additional $1 trillion in operating profits by 2031. They are exp...
$7.7 trillion AI bet: Can hyperscalers earn enough to justify the spending?Six major hyperscalers are projected to spend $7.7 trillion on AI between 2026 and 2030, but generating adequate returns will be a challeng...
Elon Musk says SpaceX raised $40 billion in debt for GPUsMusk's post comes after Reuters reported earlier this month that SpaceX is in talks with banks and asset managers to raise $40 billion for ...