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Barclays reports that few companies quantify AI productivity gains despite soaring Big Tech infrastructure spending, raising market concerns over ballooning capital expenditures weighing on corporate…
The AI boom is expanding beyond core semiconductor leaders, driving multi-fold gains across diverse S&P 500 sectors. Microsoft, Amazon, Alphabet, and Meta have collectively committed over $700 billio…
Nvidia rallied 6.6% ahead of Aug. 26 earnings, raising the bar for results. Goldman Sachs warns elevated expectations could trigger a sell-the-news reaction despite strong GPU demand and robust hyper…
Amazon's stock trades cheap on earnings but expensive on cash flow, as $220B 2026 capex drives negative free cash flow. Strong AWS growth (37% YoY) is real, but the capex bill has already risen once …
Amazon trades cheaper than S&P 500 on earnings but pricier on cash flow, which is negative due to massive $220B AI/cloud capex. AWS growth accelerating (37% YoY) offers upside, but margin compression…
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…
Nvidia will invest up to $100B in OpenAI to build data centers, with as much as $350B potentially for Nvidia chips; shares jumped. Critics warn of vendor-financing and an AI bubble, but mega-cap cash…
Oracle is in talks with Meta on a potential $20 billion AI cloud computing deal that could accelerate Meta's AI deployments and shift cloud demand dynamics.