(Bloomberg) — Amazon.com Inc. shares are on track for their longest streak of daily losses in almost 20 years, as investors continue to question how much the e-commerce and cloud-computing company spends on capital expenditures. Shares Read More
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is sitting at the center of the AI infrastructure buildout, yet its share price has stalled even as hyperscalers continue to open the spending taps. The Read More
This article first appeared on GuruFocus. Alphabet (GOOGL, Financials) is under fire for issuing a 100 year bond to fund AI capital expenditures. Fundstrat economic strategist Hardika Singh called the offering a long-term investment on a Read More
As big tech ramps up what could total nearly $700 billion in artificial intelligence-driven capital expenditures, a top analyst believes Nvidia Corp. (NASDAQ:NVDA) stands to capture as much as half of that spending. On Wednesday, Read More
On Thursday, Amazon.com, Inc. (NASDAQ:AMZN) pushed back against Wall Street’s growing skepticism over soaring AI-related capital expenditures. During the company’s fourth-quarter earnings call, Amazon addressed investor concerns around its aggressive spending Read More
Investing.com — Nvidia Corp. Chief Executive Officer Jensen Huang defended the current level of AI infrastructure spending, calling it appropriate and sustainable amid investor concerns about tech companies’ capital expenditures. Speaking to CNBC on Friday, Read More
The four Big Tech “hyperscalers” — Microsoft (MSFT), Alphabet (GOOGL, GOOG), Amazon (AMZN), and Meta (META) — are on track to spend upward of $650 billion on artificial intelligence investments this year. Amazon said on Thursday it would Read More
This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN) startled investors after unveiling plans to spend $200B on capital expenditures in 2026, a figure that landed just one day after Alphabet (NASDAQ:GOOG) outlined expected spending Read More
This article first appeared on GuruFocus. Investors are being forced to recalibrate expectations as Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Meta (NASDAQ:META) and Microsoft (NASDAQ:MSFT) collectively project capital expenditures approaching $650 billion in 2026, largely Read More
Bloomberg (Bloomberg) — Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 — a mind-boggling tide of cash earmarked for new data centers and the long list of Read More