Tag: AI capex
AMD Beat Every Number and the Stock Still Crashed — ...
AMD beat every number in Q2 with record $11.5B revenue and data center sales ...
Wall Street Just Said AI Spending Is Still Justified...
Lazard says hyperscalers are justified in ramping AI spending because cloud d...
Only One or Two Hyperscalers Will Win — and Wall Str...
Wall Street strategist Matt Maley says only one or two hyperscalers will surv...
Microsoft and Amazon Just Got a $480 Billion Green L...
Microsoft guided fiscal 2027 capex to $255-260 billion and Amazon raised 2026...
Amazon Just Raised Its AI Bet to $220 Billion — and ...
Amazon posted its first $200 billion quarter with AWS up 37 percent, then rai...
Meta Just Dropped a $279 Billion Bomb in Its SEC Fil...
Meta disclosed $279 billion in off-balance-sheet AI data center leases as its...
Meta Missed by a Dollar and Microsoft Crushed It — a...
Meta reported Q2 2026 earnings with a $0.95 EPS miss despite $60.8B revenue, ...
Big Tech Just Spent $700 Billion on AI — and the Mar...
Big Tech's $650-700 billion AI capex faces a market revolt as investors punis...
Nvidia's $250 Billion Guarantee Is the Most Circular...
Nvidia is in talks to guarantee $250 billion in financing for OpenAI's planne...
Hyperscalers Just Committed $630 Billion to 2026 AI ...
Hyperscalers plan $630B in 2026 AI capex but are now pacing builds and tying ...
Google Beat Estimates, Supermicro Has a $60 Billion ...
Google smashed Q2 2026 estimates with $119.8B revenue and 82% Cloud growth bu...
A Chinese AI Startup Just Crashed the Market — and t...
Let me tell you about something that happened this week that's been sitting h...
Apple's $14 Billion AI Move Just Exposed the $700 Bi...
Apple's $14 Billion AI Move Just Exposed the $700 Billion Hyperscaler Lie Ten...
Wall Street Is About to Ask Big Tech the Question No...
Wall Street Is About to Ask Big Tech the Question Nobody Wants to Answer Let ...
