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24/7 Wall St.Aug 5, 11:07 EDT

AI Capex Explosion: $860B Spend Sparks Sustainability Fears for Big Tech

Megacap AI capex is surging to $860B in 2026 (+80% YoY) across Microsoft, Amazon, Meta, and Oracle, raising sustainability concerns after SpaceX's stock got hammered for similar spending plans despit…

MSFT AMZN META GOOGL

Insider MonkeyJul 23, 08:26 EDT

SpaceX Stock Crashes $1 Trillion: Buy the Dip or Danger Zone?

SpaceX stock fell 27% in July, losing over $1 trillion in value amid a failed Starship test and heavy short-selling. Analysts remain split, with some bullish on its launch dominance and Starlink grow…

GOOGL

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7-day sentiment overview

Average AI scores from −3 to +3. These are sentiment scores, not price returns or trade instructions.

Most positive

BRENT1.72 · 390 stories
WTI1.6 · 436 stories
USDCHF1.5 · 2 stories
XOM1.46 · 179 stories
META1.1 · 112 stories

Most negative

NZDUSD-1.67 · 3 stories
GER40-0.86 · 51 stories
EURUSD-0.84 · 63 stories
XAGUSD-0.75 · 48 stories
US100-0.74 · 325 stories