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Alibaba slashed share buybacks by 80% to finance a 75% surge in AI CapEx, prioritizing heavy AI infrastructure buildouts despite widened segment losses and negative free cash flow.
Oracle hit a 52-week low after S&P downgraded its credit rating on massive AI capex and negative free cash flow. Despite strong revenue growth and a $638B backlog, half of contracts depend on OpenAI,…
Zacks compares CoreWeave and Alphabet, highlighting Google Cloud’s strong AI-driven revenue growth, robust cash flow and infrastructure expansion, while noting heavy capex and cloud competition; Alph…
Meta accelerates AI buildout—tapping private credit for data centers, striking a $14B CoreWeave deal, launching the Vibes AI video app and pursuing chip acquisitions like Rivos to scale compute and s…
Alibaba's aggressive AI and cloud capex pushed fiscal Q1 free cash flow negative, while cloud initiatives drive user growth; Microsoft’s Azure shows 37% growth and massive AI capex, highlighting inte…
Microsoft’s Intelligent Cloud posted strong Q4 results with Azure up 39%, GPT-5 rollout, raised capex and upbeat guidance, while AWS faces intensifying competition from Microsoft and Google amid risi…