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CAPITAL EXPENDITURE AI
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...- Google loses nearly half a trillion in market value: What went wrong with Alphabet?Alphabet lost $482 billion in market value after its shares plunged nearly 13% following disappointing third-quarter results. Despite 103% ...
- 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...
- Why did Alphabet stock crash 10% as Microsoft shares rose nearly 4%? Google parent may face its worst post-earnings drop ever as search ads slow and cash flow turns negativeAlphabet (GOOGL) stock falls 10% after Q3 earnings: Alphabet, Google’s parent, saw its shares drop over 10% in US premarket trade on Thursd...
- Microsoft, Oracle outshine Alphabet as investors demand AI returnsWall Street increasingly favours technology companies demonstrating financial discipline in AI investments. Microsoft and Oracle gained on ...
- Can Azure's AI boom drive Microsoft shares higher?Microsoft's strong Azure growth and rising AI demand are driving revenue and earnings, but heavy infrastructure spending and weakness in Wi...
- MSFT stock price today rises after Microsoft earnings beat Wall Street expectations, but is capex still a concern?Microsoft stock rose over 2% in after-hours trading after the company beat quarterly revenue and earnings expectations. Azure revenue grew ...
- AI giants' funding ambitions test Wall Street's appetite for riskThe heavyweights of the AI industry are facing a reckoning on Wall Street, reflecting concerns over who will bear the cost of the artificia...
- 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...
- 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 earnings a test of the AI boom amid market turmoilInvestors are pressing for evidence that the AI boom can deliver swift returns to justify its enormous price tag. Rising bond yields at AI ...
- SpaceX enters $40 billion deal with Apollo for AI chip financingThe deal highlights SpaceX's heavy spending, as it tries to capitalize on surging demand for computing power to help bankroll its Moon and ...
- $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...
- US stocks face crucial test as AI earnings, Fed meeting loomUS stocks face a crucial week as earnings from Alphabet, Microsoft and Amazon coincide with the Federal Reserve’s policy decision. Investor...
- 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 ...
- Amazon cloud capacity sold out through 2027, CEO Jassy saysAmazon CEO Andy Jassy said on Friday that Amazon Web Services' cloud computing capacity is largely sold out through 2027, with significant ...
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