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Microsoft is aggressively expanding data center capacity to support soaring AI demand, backed by massive capex commitments. Concurrently, the company navigates multiple copyright lawsuits regarding A…
Broadcom raised its multi-year AI revenue forecast, projecting $115 billion by fiscal 2027 and $230 billion in 2028. Despite a slightly soft Q4 revenue outlook, strong Q3 earnings beat and surging cu…
Alphabet shares have underperformed due to soaring capital expenditures and valuation worries, despite robust growth in its AI-powered Search and Google Cloud segments. Analysts maintain a neutral st…
Alphabet is raising $85B for AI infrastructure while expanding its AI Ultra footprint. While a partnership with Apple for Gemini integration boosts long-term growth prospects, regulatory pressure in …
Alphabet (GOOGL) has upsized its equity capital raise to $84.75 billion to aggressively fund AI infrastructure and global compute expansion. The offering, involving Class A and C shares alongside dep…
Meta is launching AI business agents across WhatsApp, Instagram, and Messenger, signaling a strategic shift toward enterprise services. While initially free, the company plans to monetize these tools…
Meta shareholders rejected all outside proposals, reaffirming management's AI-focused strategy. CEO Mark Zuckerberg highlighted growth in core apps, AI agent monetization, and strong momentum in AI h…
AI manufacturing shifts and the rise of quantum computing highlight a structural market transition. Analysts note that Nvidia and Micron remain critical drivers of S&P 500 earnings growth due to AI c…
Amazon raised $51.8 billion via US and euro bond sales to fund $200 billion AI infrastructure investment in 2026, attracting strong investor demand due to its strong credit and earnings profile amid …
Amazon agreed to buy George Washington University's Virginia campus for $427M to expand AI data infrastructure amid rising cloud and AI demand, supporting its long-term growth strategy in Virginia’s …
Alphabet's large AI data center power commitments reveal risks and uncertainties amid regulatory changes and accounting challenges, prompting investors to seek greater disclosure on power agreements …
Amazon's free cash flow will turn negative in 2026 due to a 60% surge in capital spending, despite expected AWS growth fueled by significant investments with OpenAI.
Alphabet beat revenue and EPS estimates in Q4 2025, driven by AI adoption and Google Cloud growth, but faces margin pressures due to heavy infrastructure investments. Management highlights strong dem…
Meta Platforms signed a $6 billion contract with Corning for fiber-optic cables to support its AI data centers, indicating significant investment in AI infrastructure.
Environmental group Earthjustice urges Louisiana regulators to investigate financing of Meta’s $27B data center, citing risk of higher power bills and emissions with cost burdens potentially shifted …
Tech giants like Alphabet, Amazon, Meta, and Microsoft face investor concerns over opaque AI infrastructure spending due to combined reporting of chip and building costs, complicating depreciation an…