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MICROSOFT AMAZON ALPHABET META
Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 billion in Q2 agai...- US stocks: US market ends down as Iran peace deal optimism fadesWall Street closed lower as investors grew pessimistic about Middle East stability. Amazon and Alphabet stocks dipped, impacting major indi...
- Microsoft could unveil Maia 300 AI chip as early as September: ReportMicrosoft plans to launch its new Maia 300 AI chip this autumn. The company is securing production capacity for over 300,000 chips by 2027....
- Microsoft plans to unveil its new Maia 300 AI chip this fall: The InformationMicrosoft is planning to publicly unveil its new Maia 300 chip this fall, potentially as soon as next month, The Information reported o...
- Alphabet seeks up to $25 billion in US bond sale to fund AI spendingIn a strategic move, Alphabet is aiming to raise $20 billion to $25 billion through a US bond offering, occurring shortly after a significa...
- Alphabet seeks up to $25 billion from its latest bond sale: BloombergAlphabet is seeking up to twenty-five billion dollars from its latest U.S. bond offering. This move comes after the tech giant's capital sp...
- Meta chases OpenAI, Anthropic with new AI coding app Muse CodeMeta entered the race for automated coding tools on Wednesday when it announced a new app for developers of artificial intelligence product...
- Global Market: Oracle's AI spending spree pushes credit rating to brink of junk statusOracle's debt-funded AI expansion has intensified concerns over its financial health, with rating agencies warning of rising leverage as th...
- AI data-centre race builds $1 trillion lease burden for Big TechThe commitments show that a substantial part of Big Tech's AI spending spree has already been locked in, without yet appearing as debt-like...
- 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...
- Amazon joins $3 trillion club as AI, cloud growth fuel stock rallyAmazon crossed a $3 trillion market valuation after strong earnings and robust cloud growth reinforced confidence in its AI investments. Sh...
- Amazon soars as cloud revenue surge allays fears over ballooning AI betsAmazon shares surged after robust cloud sales growth validated AI investments. The company posted its strongest cloud growth in over four y...
- 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...
- US stocks: Nasdaq leads Wall Street gains as Amazon rally offsets Apple declineThe Nasdaq opened higher on Friday, boosted by Amazon's strong cloud revenue growth. This performance eased concerns about artificial intel...
- Amazon soars as cloud revenue surge allays fears over ballooning AI betsAmazon shares surged significantly after reporting robust cloud sales growth. This performance reinforced investor confidence in the compan...
- US stocks: Amazon beats estimates for quarterly cloud revenue growthAmazon Web Services cloud revenue surged significantly, surpassing market forecasts. This strong performance was fueled by increased enterp...
- 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...
- Meta's AI splurge lays bare its compute conundrumThe Instagram owner is splurging billions to build compute - chips, servers, energy and data centers that power AI - leaving it with free c...
- 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...
- Alphabet's cash burn raises alarm for Big Tech as AI spending climbsAlphabet's significant cash burn highlights increasing artificial intelligence spending pressures. Big Tech firms now face higher outlays, ...
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