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SpaceX shares dropped 11% after revealing ~$65B 2026 capex plans and no formal guidance, despite beating Q2 revenue and EBITDA estimates. Investors drew parallels to Alphabet's AI spending concerns, …
Trump paused Iran strikes to pursue diplomacy, easing oil and safe-haven demand. Markets await July jobs, ISM data, and earnings from SpaceX and AMD, key for AI spending sentiment and Fed policy outl…
Big Tech earnings drive market optimism: Microsoft surges 15%, Amazon jumps 10% on AI growth, while Apple falls 7% on weak Services/China revenue. Hyperscalers commit $720-745B AI capex for 2026. Oil…
Oil prices remain volatile amid Middle East tensions and Houthi tanker attacks disrupting a quarter of global supply. Alphabet's $6B AI-driven cash burn and Big Tech's $725B AI spending spree raise i…
Alphabet's record $5.9B cash burn amid soaring AI spending sparks investor concerns ahead of Microsoft, Meta and Amazon earnings, with all three stocks falling pre-market as capex ratios surge indust…
JPMorgan Chase reported outstanding Q2 earnings, with investment banking revenue up 45% YoY. CEO Jamie Dimon highlighted massive AI spending growth, projecting $1 trillion in AI capex next year, whil…
Apple strengthens its AI capabilities through collaboration with Google, boosting device demand and AI features. Despite stiff competition, Apple's cash reserves and hardware focus support growth, dr…
Despite fears over AI spending and funding, hyperscalers plan huge CAPEX increases, supporting Nvidia’s growth. NVDA trades at a reasonable valuation amid general market bearishness, signaling a stro…
Alphabet's $31.5 billion bond sale highlights strong investor demand amid AI-driven borrowing by tech giants, but raised concerns over absent investor protections in the debt structure.
Asian and US tech stocks, including Alphabet, rallied after last week's AI-driven selloff, boosted by Alphabet’s $20 billion bond offering amid strong capital expenditure forecasts and easing concern…
Goldman Sachs forecasts Nvidia’s Q4 revenue at $67.3B, boosted by strong AI demand and new HBM4 memory partnerships, supporting substantial long-term growth.
Japanese market surges on PM Takaichi's win and reflation hopes. Nvidia jumps nearly 8% amid chip stock rally and Fed rate cut bets for June.
Amazon’s AWS revenue and operating income exceeded expectations, but CEO Andy Jassy’s announcement of a $200bn 2026 investment plan, significantly above estimates, sparked a 10% pre-market share drop…
Alphabet (Google) surpassed earnings expectations and plans major AI investment in 2026, driving positive sentiment despite broader market caution.
Meta and Tesla rose after strong AI-driven capex forecasts; Microsoft fell on disappointing cloud revenue despite heavy AI investments. Apple showed modest pre-market gains ahead of its earnings rele…
Meta's strong 2026 revenue and capex outlook boosts shares, Microsoft slides on capex concerns, and Apple awaits earnings with upbeat expectations amid mixed tech sector sentiment.
Wedbush analysts expect a very strong 4Q earnings for Big Tech, driven by robust AI enterprise demand and aggressive cap-ex spending into 2026 from Microsoft, Alphabet, and Amazon.
Spain's ACS is partnering with BlackRock’s GIP to develop data centers amid surging AI demand. GIP recently co-invested with Microsoft and Nvidia in US data center acquisitions, highlighting signific…
NVIDIA achieves a historic $5 trillion market cap, driven by strong AI demand, while Meta and Google prepare for upcoming earnings amid a Fed rate cut lowering interest rates to multi-year lows.
Morgan Stanley highlights Microsoft as the top beneficiary of AI spending, with strong cloud growth and an expanding software ecosystem, maintaining its Overweight rating and Top Pick status.