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Reuters analysis shows hyperscalers' AI capex could outpace free cash flow by 2027, raising investor concerns despite early AI revenue gains at Microsoft and Amazon. Alphabet reports earnings Wednesd…
Alphabet is expanding its equity capital raise to $84.75 billion, up from $80 billion, to aggressively fund its massive AI infrastructure build-out. This move highlights intense capital competition a…
Alphabet is raising $80 billion through equity, highlighting its dominance in funding massive AI infrastructure. By prioritizing stock-based capital over debt, the company secures flexibility for lon…
Soros Fund Management increased holdings in big tech, notably raising positions in Amazon and Nvidia, signaling confidence despite a rough year overall. Alphabet remains a core holding, while AI-link…
Alphabet issues a $100 billion century bond to fund AI development, signaling a strong long-term bet on artificial intelligence despite historical risks of ultra long-term debt.
Tech stocks face mixed AI-driven sentiment: Nvidia benefits from AI chip demand, Google shows resilience, while Amazon struggles amid spending concerns and unfavorable comparisons.
Amazon plunges 9% after forecasting a 50%+ rise in AI-related capital spending, sparking investor caution. Nvidia gains nearly 6%, benefiting from the AI investment surge, while Microsoft shows modes…
Amazon shares fell 7.8% after forecasting a 50%+ surge in capital expenditures for AI infrastructure, intensifying investor skepticism amid a tech selloff. Microsoft's strong capex and Nvidia's gains…
Amazon beat revenue estimates with strong AWS growth but fell short on profit. The market reacted negatively to its $200 billion spending plan, causing an 11% after-hours drop.
Alphabet's shares slipped following plans to nearly double capital expenditure in 2025, fueling investor caution despite strong quarterly results amid aggressive AI investment. Market focus remains o…
Alphabet’s Q4 revenue and net income rose strongly, driven by digital ads and cloud growth; however, significant planned capital spending increase may pressure near-term shares.
Amazon raised $15 billion in bonds to fund AI infrastructure, acquisitions, and stock buybacks, reflecting strong investor confidence amid Big Tech's ongoing expensive AI buildout.
Meta is closing a $30 billion private financing deal to fund its massive Hyperion AI data center, showcasing strong Big Tech commitment to expanding AI infrastructure.
Microsoft and other tech giants are set to nearly triple infrastructure spending to $1.4 trillion from 2025 to 2027, driven by AI and cloud growth, with Microsoft leading a steep capex surge to $376 …
Big tech (IBM, Microsoft, NVIDIA) are ramping quantum investments, lifting prospects for D-Wave (QBTS) and Rigetti (RGTI); D-Wave leads on revenue, cash and partnerships, while Rigetti shows technica…