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Microsoft shares plunged over 11% despite Q2 earnings beats, pressured by soaring AI infrastructure spending and slower-than-expected Azure cloud growth, raising concerns over near-term returns and m…
Meta and Microsoft reported strong revenue gains and earnings with heavy capital expenditures on data centers, indicating growth but raising concerns about overbuilding risks and lending challenges.
Meta Platforms signs a $6 billion deal with Corning for fiber-optic cables to support its data centers, signaling strong infrastructure investments.
Analysts forecast Amazon's EPS at $7.85 for 2026 and fair value near $353, indicating a 52% upside fueled by major AI infrastructure investments within a $600 billion sector capital spend.
Aware Super's CIO warns of emerging risks in AI funding but supports sector valuations backed by earnings growth, highlighting Meta’s $27 billion AI data center deal and steady investments in Microso…
Meta's AI investments and strong ad business suggest undervaluation despite short-term margin pressure, offering better long-term growth potential.
Amazon plans a $12 billion bond sale to boost AI infrastructure spending amid a $125 billion capital expenditure plan, fueling expansion in cloud and retail and intensifying competition with Microsof…
Investors remain optimistic on AI-driven growth for major tech firms despite risks around high capital expenditures and uncertain returns, with key players like Microsoft, Amazon, Nvidia, Google, and…
U.S. tech giants Microsoft and Amazon are outspending Chinese firms like Alibaba on AI and cloud infrastructure, reinforcing their global dominance. China's cautious AI investment limits growth but r…
Jeff Bezos predicts gigawatt-scale data centres will be built in space within 10–20 years, using uninterrupted solar power to potentially outperform Earth-based centers, while warning of high launch …
Amazon will invest about $4.4 billion in New Zealand to build and operate data centers supporting a new cloud region; other headlines noted executive changes at Nestle and corporate deals in Europe.