Meta (META) Surges on Bold $145B AI Capex Plan for 2026
Meta shares rose ~1.8% as investors cheered aggressive AI capex plans ($130B-$145B for 2026), new AI models, and broad tech sector strength, despite some analysts trimming price targets.
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CoreWeave raised 2025 capex and 2026 revenue guidance after beating Q2 estimates, driven by surging AI cloud demand, Nvidia chip partnerships, and a $104.2B backlog, boosting shares 14%.
TSMC Smashes Growth Targets on AI Boom: Nvidia, Google Set to Benefit
TSMC's July revenue surged 44.7% YoY, beating its own 40% 2026 growth guidance, driven by robust AI chip demand. Capex raised to $60-64B, signaling sustained AI infrastructure investment benefiting t…
Amazon Hikes 2026 AI Capex to $220B: Bubble Risk or Bold Bet?
Amazon raised 2026 AI capex to $220B (+10% from Feb estimate), driven by rising memory chip costs. While signaling robust AI demand, the spending surge echoes dot-com era overbuilding risks, raising …
Riley Exploration Permian Boosts 2026 Oil Output Guidance by 30%
Riley Exploration Permian (REPX) reported strong Q2 oil production growth, raised 2026 production guidance by 30% YoY, but saw free cash flow drop and debt rise due to increased CapEx and infrastruct…
AMD Stock Sinks 8% Despite Earnings Beat: Valuation Fears Grow
AMD beat Q2 revenue and EPS estimates with strong data center growth, but shares fell 8% premarket as results failed to justify lofty valuation of 60x earnings. Guidance and capex increases raised co…
MPLX Q2 2026 Earnings Beat Fuels Bullish Energy Midstream Outlook
MPLX reported 5% YoY EBITDA growth in Q2 2026, raised 2026 capex by $500M, and guided 12.5% distribution growth for 2026-2027, reflecting strong midstream energy fundamentals.
Nvidia Poised to Surge as Big Tech Hikes AI Capex Through 2027
Alphabet and Amazon raised 2026-2027 AI capex, boosting outlook for AI infrastructure stocks. Nvidia highlighted as top beneficiary due to GPU dominance, CUDA moat, and new LPU/networking growth driv…
Meta Stock Sinks 9% on Earnings Miss Despite Revenue Beat
Meta's Q2 revenue rose 28% to $60.8B but net income fell 14% on soaring AI-related costs and capex. Stock dropped ~9% after-hours despite the aggressive AI investment strategy that could pay off long…
Amazon Stock Soars 15% as AWS Cloud, AI Growth Crush Estimates
Amazon shares jumped 15% after Q2 earnings beat expectations, driven by accelerating AWS cloud growth (36.7% YoY) and AI/chip businesses surpassing $25B annualized revenue. Capex guidance raised to $…
Alphabet (GOOGL) Crushes Q2 Earnings as AI Cloud Revenue Soars 82%
Alphabet beat Q2 2026 estimates with Cloud revenue up 82% and Search up 17%, driven by AI monetization. Despite raised capex guidance ($195-205B) pressuring shares, analysts remain bullish with 61% u…
Alphabet's Record Cash Burn Signals AI Spending Crunch for Big Tech
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…
Tesla (TSLA) Soars on $2B AI Investment and Robotaxi Plans Driving Long-Term Growth
Tesla plans a $2 billion investment in AI venture xAI and shifts production from Model S/X to robotics and robotaxis, aiming for 2026 rollout, boosting investor enthusiasm despite recent revenue and …