AI Capex News

Nebius: Massive AI Moat Meets A $25B CapEx Test (NASDAQ:NBIS) - Seeking Alpha

Nebius: Massive AI Moat Meets A $25B CapEx Test (NASDAQ:NBIS) Seeking Alpha

2 Big AI Spenders Poised to Actually Get the Payoff — Perhaps Sooner Rather Than Later - Yahoo Finance

2 Big AI Spenders Poised to Actually Get the Payoff — Perhaps Sooner Rather Than Later Yahoo Finance

I Calcuated The Impact Of $1 Of AI Capex (One Narrative Is Challanged) (SP500) - Seeking Alpha

I Calcuated The Impact Of $1 Of AI Capex (One Narrative Is Challanged) (SP500) Seeking Alpha

The global economy is in the largest capex cycle ever, with $5 trillion by the end of the decade - Fortune

The global economy is in the largest capex cycle ever, with $5 trillion by the end of the decade Fortune

Tracking Trillions: The Assumptions Shaping the Scale of the AI Build-Out - Goldman Sachs

Tracking Trillions: The Assumptions Shaping the Scale of the AI Build-Out Goldman Sachs

Jamie Dimon blesses the trillion-dollar AI capex boom - Axios

Jamie Dimon blesses the trillion-dollar AI capex boom Axios

AI boom: Big Tech capital expenditures now seen topping $1 trillion in 2027 - CNBC

AI boom: Big Tech capital expenditures now seen topping $1 trillion in 2027 CNBC

Big Tech AI Spending Over Time - Visual Capitalist

Big Tech AI Spending Over Time Visual Capitalist

Meta just bumped its 2026 capex forecast up to as much as $145 billion for the AI boom—and investors flinched - Fortune

Meta just bumped its 2026 capex forecast up to as much as $145 billion for the AI boom—and investors flinched Fortune

Microsoft, Meta, and Google just announced billions more in AI spending—and only one got punished - Fortune

Microsoft, Meta, and Google just announced billions more in AI spending—and only one got punished Fortune

AI Booms Supports Economic Growth - Morgan Stanley

AI Booms Supports Economic Growth Morgan Stanley

Microsoft (MSFT) Shows Why AI Capex Does Not Automatically Break Free Cash Flow - AlphaStreet

Microsoft (MSFT) Shows Why AI Capex Does Not Automatically Break Free Cash Flow AlphaStreet

AI Pick-and-Shovel Stocks: 5 Names Beyond Nvidia for the Long Boom - Gotrade

AI Pick-and-Shovel Stocks: 5 Names Beyond Nvidia for the Long Boom Gotrade

Nvidia’s earnings are on deck. But advisors should approach the AI darling with caution - InvestmentNews

Nvidia’s earnings are on deck. But advisors should approach the AI darling with caution InvestmentNews

Wells Fargo: AI is a ‘euphoric’ bubble and investors should ride it until it pops - Fortune

Wells Fargo: AI is a ‘euphoric’ bubble and investors should ride it until it pops Fortune

2 Big AI Spenders Poised to Actually Get the Payoff — Perhaps Sooner Rather Than Later - 24/7 Wall St.

2 Big AI Spenders Poised to Actually Get the Payoff — Perhaps Sooner Rather Than Later 24/7 Wall St.

The Bull Case For Microsoft (MSFT) Could Change Following Pershing Square’s Stake And Key AI Wins – Learn Why - simplywall.st

The Bull Case For Microsoft (MSFT) Could Change Following Pershing Square’s Stake And Key AI Wins – Learn Why simplywall.st

Meta postQ snapshot: Ad strength drives beat; AI capex clouds near-term outlook - S&P Global

Meta postQ snapshot: Ad strength drives beat; AI capex clouds near-term outlook S&P Global

Nvidia Earnings Ahead: AI Chip Sector on Watch - Gotrade

Nvidia Earnings Ahead: AI Chip Sector on Watch Gotrade

The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and for Investors the Implications Are Uncomfortable - 24/7 Wall St.

The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and for Investors the Implications Are Uncomfortable 24/7 Wall St.

A Look At Meta Platforms (META) Valuation As AI Capex Surges And Share Buybacks Are Paused - simplywall.st

A Look At Meta Platforms (META) Valuation As AI Capex Surges And Share Buybacks Are Paused simplywall.st

AI Data Center Boom: 3 Behind the Scenes Names Protecting Headline Chipmakers - 24/7 Wall St.

AI Data Center Boom: 3 Behind the Scenes Names Protecting Headline Chipmakers 24/7 Wall St.

AI Capex Wave: Alphabet Yen Bond, Cisco Upgrade, Anthropic - Gotrade

AI Capex Wave: Alphabet Yen Bond, Cisco Upgrade, Anthropic Gotrade

Should Meta’s Surging 2026 AI Capex and Buyback Pause Require Action From Meta Platforms (META) Investors? - simplywall.st

Should Meta’s Surging 2026 AI Capex and Buyback Pause Require Action From Meta Platforms (META) Investors? simplywall.st

David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026 - Yahoo Finance

David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026 Yahoo Finance

This Is the Only AI ETF You Need to Hold During the Capex Boom - 24/7 Wall St.

This Is the Only AI ETF You Need to Hold During the Capex Boom 24/7 Wall St.

AI Is a Net Positive for Banks - Morgan Stanley

AI Is a Net Positive for Banks Morgan Stanley

'Magnificent 7' earnings rush reveals AI spending surge, with hyperscaler capex set to reach $725 billion in 2026 - Yahoo Finance

'Magnificent 7' earnings rush reveals AI spending surge, with hyperscaler capex set to reach $725 billion in 2026 Yahoo Finance

The $720 Billion Capex Trap: 2 Artificial Intelligence (AI) Hyperscalers Spending on Growth While the Rest Spend on Maintenance - The Motley Fool

The $720 Billion Capex Trap: 2 Artificial Intelligence (AI) Hyperscalers Spending on Growth While the Rest Spend on Maintenance The Motley Fool

Exclusive | US AI outlay to yield returns despite open-source Chinese rivals: Goldman Sachs - South China Morning Post

Exclusive | US AI outlay to yield returns despite open-source Chinese rivals: Goldman Sachs South China Morning Post

Alphabet postQ snapshot: AI momentum drives Cloud surge; capex outlook rises - S&P Global

Alphabet postQ snapshot: AI momentum drives Cloud surge; capex outlook rises S&P Global

The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and for Investors the Implications Are Uncomfortable - AOL.com

The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and for Investors the Implications Are Uncomfortable AOL.com