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Amazon issued its debut sterling-denominated bond offering across four tranches, raising £4.25 billion to fund capex, AI infrastructure, and potential M&A. Strong investor demand highlights solid ins…
Morgan Stanley sees massive upside for Amazon, projecting a $335 base and $500 bull price target driven by AI and AWS growth. AWS revenue jumped 37% year-over-year, while total operating income surge…
NVDA reported strong Q1 FY27 earnings, 85% YoY revenue growth, dominant AI accelerator market share, and guided Q2 to $91B despite China export restrictions, reinforcing bullish outlook.
Applied Materials (AMAT) rebounds 22% in a week after a China-driven selloff, with Susquehanna's $900 target and raised 2026 guidance signaling a bullish AI capex cycle for semiconductor equipment ma…
NVIDIA posted $81.6B revenue, up 85% YoY, with B200 sold out, yet shares trade 28% below highs amid China revenue loss and cooling sentiment. AMD and Broadcom rally on inference demand as AI infrastr…
Microsoft's Q4 earnings beat estimates with Azure crossing $100B revenue and 45% growth guidance. CFO trimmed capex to $175B, easing spending fears. Stock surged 15.51% on strong cash flow and $678B …
Cisco's decade under CEO Chuck Robbins turned $10K into $54K, driven by AI networking demand and the Splunk acquisition. Bulls cite rising AI infrastructure orders; bears warn Nvidia's networking sta…
Nebius Group and CoreWeave are rapidly expanding their AI infrastructure, backed by significant cash reserves and partnerships. Meanwhile, Microsoft continues its massive AI capital expenditure, plan…
Amazon announced plans to invest billions in a new Missouri data center campus to expand AWS and AI infrastructure. This project aligns with Amazon's projected $200 capital expenditure strategy to sc…
US stocks rebounded as semiconductor gains offset inflation concerns. The S&P 500 rose despite a hotter-than-expected PPI print fueling rate hike bets. AI-driven momentum remains strong, while geopol…
Amazon has entered a multibillion-dollar deal with Corning to secure optical fiber and connectivity hardware, bolstering its data center infrastructure to support surging artificial intelligence dema…
Meta stock is sliding as the company explores a massive equity raise to fund its aggressive $125–145 billion AI capital expenditure plan. Investors are wary of the dilution risk and the company's tra…
Broadcom’s stock decline following strong earnings is a market miscalculation. Despite gross margin compression, the company shows record AI revenue and operating leverage. Strategic shifts toward hi…
Alphabet (GOOGL) plans to raise $80 billion for AI infrastructure expansion, including a $10 billion investment from Berkshire Hathaway. Despite strong AI demand, investors reacted cautiously to the …
Alphabet is raising $84.75 billion through an upsized equity offering to aggressively scale its AI infrastructure. With capital expenditures projected to reach up to $190 billion, the company is doub…
Alphabet plans a record $80 billion secondary equity offering to fund aggressive AI infrastructure spending. While the company maintains strong growth, the massive dilution, reliance on public capita…
Alphabet (GOOGL) shares dipped after announcing plans to raise $80 billion in equity to finance expensive AI infrastructure expansion. The market reacted cautiously to the massive capital requirement…
Morgan Stanley analyst Keith Weiss reiterated an Overweight rating on Microsoft, setting a $650 price target. The bullish outlook stems from Microsoft's proactive AI data-center expansion, which posi…
The market is shifting capital from software stocks back into semiconductor and server manufacturers. Nvidia continues to benefit from strong AI demand, while Alphabet shares dropped following the an…
Alphabet shares slipped as it announced plans to raise $80 billion for AI infrastructure expansion. Meanwhile, Nvidia continues to see strong sentiment following its CEO's bullish comments on Marvell…