AI Capex News

Wall Street wipes $1 trillion from the stock market as tech’s $828 billion AI spending spree sparks market fears - Fortune

Wall Street wipes $1 trillion from the stock market as tech’s $828 billion AI spending spree sparks market fears Fortune

AI capex surge pushes Big Tech free cash flow below zero (AIQ:NASDAQ) - Seeking Alpha

AI capex surge pushes Big Tech free cash flow below zero (AIQ:NASDAQ) Seeking Alpha

Big Tech returns smallest share of cash to shareholders in 15 years, given AI spending - Reuters

Big Tech returns smallest share of cash to shareholders in 15 years, given AI spending Reuters

Lingering AI capex concerns favor EU equities, Barclays says - Yahoo Finance UK

Lingering AI capex concerns favor EU equities, Barclays says Yahoo Finance UK

Big Tech sheds nearly $900bn in rout over soaring AI spending - Financial Times

Big Tech sheds nearly $900bn in rout over soaring AI spending Financial Times

Exclusive: Investors Are Watching AI Revenue Growth Against CapEx as Companies Face Pressure to Prove Ret - Benzinga

Exclusive: Investors Are Watching AI Revenue Growth Against CapEx as Companies Face Pressure to Prove Ret Benzinga

Watch Big tech stocks tumble as AI CapEx drives negative free cash flow - Big Money in the Morning - FOX One

Watch Big tech stocks tumble as AI CapEx drives negative free cash flow - Big Money in the Morning FOX One

AI hyperscalers are expected to finish the year spending a whopping $828 billion on capex - Business Insider

AI hyperscalers are expected to finish the year spending a whopping $828 billion on capex Business Insider

AI outlook: OpenAI cuts fundraising goal while Meta gets a credit warning on cash flow and spending - Fortune

AI outlook: OpenAI cuts fundraising goal while Meta gets a credit warning on cash flow and spending Fortune

AI Bubble Burst: Confirmed By Alphabet, Caterpillar, ServiceNow, And Amazon - Seeking Alpha

AI Bubble Burst: Confirmed By Alphabet, Caterpillar, ServiceNow, And Amazon Seeking Alpha

AI buildout hits snag as Google and Microsoft put off raising capex forecasts - CNBC

AI buildout hits snag as Google and Microsoft put off raising capex forecasts CNBC

AI Capex Hits $740B [2026]: Markets Doubt the Payoff - shattered.io

AI Capex Hits $740B [2026]: Markets Doubt the Payoff shattered.io

Wall Street ends lower as Alphabet revenue miss revives AI capex jitters - Reuters

Wall Street ends lower as Alphabet revenue miss revives AI capex jitters Reuters

AI Capex Boom: $828B Spend, Nasdaq Down 2.9% [2026] - https://tech-insider.org/

AI Capex Boom: $828B Spend, Nasdaq Down 2.9% [2026] https://tech-insider.org/

Sumitomo Electric Earnings: Infocomms Led the Beat on AI Capex Spending; Raising Fair Value Estimate - Morningstar

Sumitomo Electric Earnings: Infocomms Led the Beat on AI Capex Spending; Raising Fair Value Estimate Morningstar

What unprecedented AI capex means for markets and investors - J.P. Morgan

What unprecedented AI capex means for markets and investors J.P. Morgan

Shares steady as Apple earnings near, oil eases - WTVB

Shares steady as Apple earnings near, oil eases WTVB

Microsoft cuts capex forecast on AI capacity delays - Business Insider

Microsoft cuts capex forecast on AI capacity delays Business Insider

AI capex surge pushes Big Tech free cash flow below zero - TradingView

AI capex surge pushes Big Tech free cash flow below zero TradingView

Markets Question How Long The AI Capex Boom Can Last - Finimize

Markets Question How Long The AI Capex Boom Can Last Finimize

Microsoft’s Severance Offer to 60,000 Employees Is All About AI Capex Confidence - Yahoo Finance

Microsoft’s Severance Offer to 60,000 Employees Is All About AI Capex Confidence Yahoo Finance

Nasdaq Hits Near Three-Month Low as Amazon, Intel Deepen AI Capex Concerns - GV Wire

Nasdaq Hits Near Three-Month Low as Amazon, Intel Deepen AI Capex Concerns GV Wire

Stocks bounce as Apple earnings near, oil falls - WTAQ

Stocks bounce as Apple earnings near, oil falls WTAQ

AI Enthusiasm Is Collapsing and Tech Earnings Just Made It Worse - Bloomberg

AI Enthusiasm Is Collapsing and Tech Earnings Just Made It Worse Bloomberg

Meta AI Capex Hits $135B, Outruns Cash Flow [2026] - shattered.io

Meta AI Capex Hits $135B, Outruns Cash Flow [2026] shattered.io

Nasdaq faces $2 trillion wipeout in October as AI spending fears deepen - Reuters

Nasdaq faces $2 trillion wipeout in October as AI spending fears deepen Reuters

An AI slowdown that takes some air out of the exuberance could actually extend the boom, Wall Street veteran says - Fortune

An AI slowdown that takes some air out of the exuberance could actually extend the boom, Wall Street veteran says Fortune