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CAPITAL EXPENDITURE ON AI
Global Market: AI investment story shifts from spending to picking the winnersThe AI investment debate is shifting toward identifying sustainable winners as spending accelerates. Hyperscalers, semiconductor firms and ...- US Stock Market: Fed uncertainty, oil prices in focus as earnings sustain market optimismInvestors enter the week focused on interest rates, inflation and geopolitical risks, while strong corporate earnings support equities. The...
- Global AI investment $1 trillion in 2026, to reach 1.4% global GDP by 2028: Goldman SachsGlobal investment in artificial intelligence is projected to reach around $1 trillion in 2026, with AI-related capital expenditure expected...
- 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 bn in Q2 against j...
- Rise of AI shopping pushes merchants to protect loyalty, Adyen saysAdyen co-CEO Pieter van der Does told Reuters that a merchant he spoke with this week generated 70% of its volume through direct channels a...
- Hon Hai to direct 2026 capital expenditure toward global AI expansionTaiwan-based Hon Hai Precision Industry Co. announced that its capital expenditure for 2026 will focus on expanding artificial intelligence...
- US stocks: CoreWeave, Super Micro surge on signs of sustained AI buildoutCoreWeave and Super Micro have seen their stock prices soar to new heights amid a rising tide of demand for AI infrastructure. CoreWeave ha...
- Nebius beats quarterly revenue estimates as AI demand fuels growthThe Amsterdam-based AI infrastructure firm reported total revenue of $582.3 million for the quarter ended June, compared with analysts' a...
- CoreWeave boosts 2026 spending plan, beats quarterly estimates on AI demand surgeThe AI cloud company also lifted its targets for 2026 revenue and adjusted profit, banking on a ballooning order book, after its revenue ...
- Oracle plans fresh layoffs as AI spending piles up billions in debt: ReportOracle is reportedly planning another round of job cuts. This move aims to reduce payroll while investing heavily in AI infrastructure. The...
- TSMC approves $29.44 billion capital budget for capacity expansion amid AI demandTaiwan Semiconductor Manufacturing Co. (TSMC) approved a capital budget of about USD 29.44 billion for expansion amid the ongoing artificia...
- Intel raises $20 billion from upsized share saleOnce a dominant force in the global chip industry, Intel is investing heavily in new facilities and advanced packaging capabilities as it s...
- Singapore says AI-related demand lifting economyStrong AI-related demand helped the electronics and precision engineering clusters of the manufacturing sector, as well as the machinery, e...
- US Stock Market: JP Morgan raises S&P 500 year-end target to 8,000 on AI, earnings optimismJ.P. Morgan raised its S&P 500 year-end target to 8,000, citing stronger corporate earnings and growing confidence in AI investments. The b...
- Intel shares drop 5% after announcing $15 billion offering to support AI growthIntel shares fell over 5% after the semiconductor giant announced a $15 billion common stock offering to fund capital needs and support AI-...
- Intel plans $15 billion share sale as turnaround rally lifts stockIntel is gearing up for a monumental fifteen billion dollar share sale aimed at boosting its chip manufacturing capabilities. This strategi...
- 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...
- SpaceX shares tumble 12%, fall below IPO price as AI spending concerns mountSpaceX has demonstrated accelerated returns on its AI investments, though investors express concerns regarding future funding for data cent...
- Microsoft's AI-Fuelled Rally: 5 reasons Wall Street is bullish againMicrosoft's latest earnings reignited Wall Street's AI optimism as Azure outperformed, cloud demand accelerated and a record order backlog ...
- 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...
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