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Oracle faces heavy margin pressure as it guides $70 billion in fiscal 2027 capex to fund its $638 billion backlog, requiring $40 billion in financing despite expanding AWS multi-cloud integration.
Amazon reported robust Q2 results with AWS driving operating income up 43% year-over-year. The company is heavily expanding its AI, data center, drone, and satellite infrastructure, backed by bullish…
Nebius Group beat Q2 revenue estimates, driven by surging AI infrastructure demand and higher GPU pricing, with shares up 12% premarket, signaling robust demand for Nvidia chips.
CoreWeave reported a smaller-than-expected adjusted net loss and higher operating income, driven by surging AI infrastructure demand, signaling strong GPU chip demand for suppliers like Nvidia and AM…
SpaceX will build AI infrastructure exclusively on Nvidia's Vera Rubin chips, boosting NVDA 3.7% while AMD drops 6% after losing its prior chip supplier role for SpaceX's massive compute buildout.
Alphabet plans to raise up to $25B via bond offering to fund AI infrastructure, following raised capex forecasts and first-ever negative free cash flow, raising investor concerns over AI ROI.
SpaceX (SPCX) beat Q2 estimates but capex surged to $15.8B, spooking investors. Stock fell 10% pre-market amid lockup expiration fears. Nvidia named exclusive AI chip supplier for SpaceX's new Starmi…
Analyst Dan Ives highlights a 12-to-1 demand-to-supply ratio for Nvidia chips, countering Burry's bearish bets. Meta and Oracle's hyperscaler pivots broaden Nvidia's customer base, supporting continu…
Meta shares fell ~7.45% after-hours on an EPS miss despite revenue beat, driven by surging costs, collapsing free cash flow, and raised AI capex guidance ($130B-$145B) that spooked investors.
Alphabet posted record $112.1B profit, but two-thirds came from unrealized investment gains. Negative free cash flow and surging AI capex ($195-205B for 2026) spooked investors, sending shares down n…
S&P 500 tech concentration hits record highs as AI capex surges 876% since 2019. Analysts warn of free cash flow pressure for mega-cap tech through 2028, while non-tech companies show healthier balan…
Alphabet plans to raise $80 billion through public and private stock offerings to fund massive AI infrastructure expansion. The dilution includes convertible preferred stock, common stock, and a priv…
Corporate bond yields from top-tier companies like Apple and Microsoft are now trading at or near Treasury yields, reflecting deteriorating U.S. public finances and investor confidence in corporate b…
S&P 500 reaches records driven by 20% global earnings growth, AI investments totaling $800B in 2026, and reasonable valuations at 21.5 P/E despite Middle East conflict and oil above $100/barrel.
Alphabet approaches $5 trillion market cap milestone after strong Q1 earnings, record cloud growth, and AI investments. Berkshire Hathaway's significant stake increase bolsters investor confidence.
NVIDIA showed strong growth with record sales and robust demand in its Data Center segment, trading at reasonable valuations despite AI-driven CapEx growth, while Palantir maintains rapid sales growt…
AI-driven spending boosts tech sector growth with Microsoft well positioned amid strong fundamentals and Fed rate cuts, though some bubble risks remain due to elevated valuations and rising debt leve…
Zacks spotlights Constellation Energy and Arista as AI winners, citing Microsoft and Meta partnerships, massive AI capex and data-center energy demand; it recommends buying Meta and Arista ahead of p…
Citi raised its AI infrastructure spending forecast to $2.8 trillion through 2029, citing hyperscaler investments by Microsoft, Amazon and Alphabet and growing enterprise demand, which will boost clo…