AI Capex News

How the AI debt binge shattered hyperscalers’ ‘unspoken contract’ with investors - CNBC

How the AI debt binge shattered hyperscalers’ ‘unspoken contract’ with investors CNBC

Is MSFT Stock Vulnerable to Rising Capex Pressure From AI Spending? - Zacks Investment Research

Is MSFT Stock Vulnerable to Rising Capex Pressure From AI Spending? Zacks Investment Research

Alphabet: The AI CapEx Shock That Will Widen The Moat (NASDAQ:GOOG) - Seeking Alpha

Alphabet: The AI CapEx Shock That Will Widen The Moat (NASDAQ:GOOG) Seeking Alpha

Without AI spending, U.S. corporate capex would be negative, Pantheon analyst says - Fortune

Without AI spending, U.S. corporate capex would be negative, Pantheon analyst says Fortune

Microsoft stands out as lone Mag 7 hyperscaler to increase FCF during AI capex splurge: Evercore - Seeking Alpha

Microsoft stands out as lone Mag 7 hyperscaler to increase FCF during AI capex splurge: Evercore Seeking Alpha

Is Apple a potential Mag 7 haven if the AI capex boom becomes a bust? (AAPL:NASDAQ) - Seeking Alpha

Is Apple a potential Mag 7 haven if the AI capex boom becomes a bust? (AAPL:NASDAQ) Seeking Alpha

Meta boosts annual capex sharply on superintelligence push, shares surge - Reuters

Meta boosts annual capex sharply on superintelligence push, shares surge Reuters

CIOs are telling companies that AI capex spending has gone too far - Business Insider

CIOs are telling companies that AI capex spending has gone too far Business Insider

The Macro Implications of the AI Capex Boom - Bridgewater Associates

The Macro Implications of the AI Capex Boom Bridgewater Associates

Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags - CNBC

Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags CNBC

Why Good News Isn’t Moving Stocks - Morgan Stanley

Why Good News Isn’t Moving Stocks Morgan Stanley

A $200 Billion AI Bet Is Either Amazon’s Masterstroke or Its Biggest Mistake - 24/7 Wall St.

A $200 Billion AI Bet Is Either Amazon’s Masterstroke or Its Biggest Mistake 24/7 Wall St.

Big Tech to invest about $650 billion in AI in 2026, Bridgewater says - Reuters

Big Tech to invest about $650 billion in AI in 2026, Bridgewater says Reuters

AI trade: Who are the hardware winners and the services losers? - Yahoo Finance

AI trade: Who are the hardware winners and the services losers? Yahoo Finance

How to think about your AI investments - CFO Brew

How to think about your AI investments CFO Brew

Meta Platforms (META) Stock Dips on Heavy AI Capex Outlook Despite Strong Earnings - International Business Times AU

Meta Platforms (META) Stock Dips on Heavy AI Capex Outlook Despite Strong Earnings International Business Times AU

AI Trade: Short CapEx, Long Profits (NASDAQ:AMZN) - Seeking Alpha

AI Trade: Short CapEx, Long Profits (NASDAQ:AMZN) Seeking Alpha

IBM gets a taste of the Anthropic treatment (or, vibe coding panic comes for the Cobol cowboys) - Fortune

IBM gets a taste of the Anthropic treatment (or, vibe coding panic comes for the Cobol cowboys) Fortune

Amazon’s $200 Billion AI Spending Shocker Has Wall Street Asking One Question - 24/7 Wall St.

Amazon’s $200 Billion AI Spending Shocker Has Wall Street Asking One Question 24/7 Wall St.

Nvidia earnings report collides with Wall Street skepticism over AI spending - CNBC

Nvidia earnings report collides with Wall Street skepticism over AI spending CNBC

Alphabet Inc.’s (GOOG) Generative AI Capex to Drive Up to $23B in Cloud Revenue, Says UBS - Yahoo Finance

Alphabet Inc.’s (GOOG) Generative AI Capex to Drive Up to $23B in Cloud Revenue, Says UBS Yahoo Finance

Broadcom: AI CapEx Panic Is Your Opportunity - Seeking Alpha

Broadcom: AI CapEx Panic Is Your Opportunity Seeking Alpha

Big Tech approaches ‘red flag’ moment: AI capex is so great hyperscalers could go cash flow negative, Evercore warns - Fortune

Big Tech approaches ‘red flag’ moment: AI capex is so great hyperscalers could go cash flow negative, Evercore warns Fortune

The Tech Download: Can hyperscalers justify their huge AI capex? - CNBC

The Tech Download: Can hyperscalers justify their huge AI capex? CNBC

Morgan Stanley hails rare ‘reindustrialization renaissance’ of AI economy—but it’s better for computers than humans - Fortune

Morgan Stanley hails rare ‘reindustrialization renaissance’ of AI economy—but it’s better for computers than humans Fortune

Akamai Technologies (AKAM) Is Down 15.7% After AI-Focused Spending Weighs On Profit Outlook – What's Changed - simplywall.st

Akamai Technologies (AKAM) Is Down 15.7% After AI-Focused Spending Weighs On Profit Outlook – What's Changed simplywall.st