07/14 01:55 AM forbes.com

Did Meta Signal The AI Boom Is Overbuilt? Wall Street Cheered Anyway

#TECHNOLOGY #/INNOVATION #INNOVATION #BUSINESS #META PLATFORMS #ARTIFICIAL INTELLIGENCE

06/03 10:38 PM techcrunch.com

Alphabet’s record-breaking $85B raise for Google’s AI business is a helluva good signal

#GOOGLE #IPOS #CAPITAL EXPENDITURES #ALPHABET #ENTERPRISE

04/10 01:21 PM investing.com

Needham cautious on Amazon amid CapEx concerns

#Amazon #Needham #Capital Expenditure #Investor Outlook #Amazon Stock #CapEx Concerns

04/09 11:44 PM observer.com

Andy Jassy Bets $200B on A.I. to Cement Amazon’s Tech Dominance

#Amazon #AI investment #Andy Jassy #AWS #cloud computing #tech dominance

04/09 09:18 PM thenextweb.com

Oracle appoints Hilary Maxson as CFO to manage its $50 billion AI data centre push

#Oracle #Hilary Maxson #CFO #AI data centre #$50B capital expenditure #Schneider Electric

04/09 03:28 PM investing.com

Stifel ups Texas Instruments to Buy, sees FCF inflection as heavy capex cycle ends

#Texas Instruments #Stifel #Buy rating #free cash flow #capital expenditure #earnings outlook

04/09 01:11 PM investing.com

Amazon CEO Jassy outlines AI investment strategy, expects $200B Capex in 2026

#Amazon #capital expenditure #2026 #cloud computing #investment strategy #CEO Andy Jassy

04/08 04:57 PM yahoo.com

Greenbrier (GBX) Q4 2024 Earnings Call Transcript

#Greenbrier #Q4 2024 #earnings call #REIT #occupancy #NOI

03/31 08:38 PM yahoo.com

Micron Technology, Inc. (MU) Shares Fall as Massive Expenditure Plans Overshadow Solid AI-driven Earnings

#Micron #AI-driven earnings #capital expenditure #memory chips #stock decline #investor sentiment

03/31 08:38 PM yahoo.com

Micron Technology, Inc. (MU) Shares Fall as Massive Expenditure Plans Overshadow Solid AI-driven Earnings

#Micron #AI-driven earnings #capital expenditure #memory chips #stock decline #investor sentiment