Reuters Videos Fri, February 6, 2026 at 12:53 AM EST STORY: Amazon shares plunged in after-hours trade Thursday, falling around 11%.The tumble came after it projected a surge of more than 50% in capital expenditures this year.The e-commerce Read More
Feb 5 (Reuters) – Amazon.com on Thursday joined its Big Tech peers in projecting massive capital expenditures in 2026, the freshest sign yet that tech companies will not be hitting the brakes on their hefty AI investments Read More
This article first appeared on GuruFocus. Microsoft Corporation (MSFT, Financials) shares declined 2% after a downgrade from Stifel, which warned that the company’s aggressive artificial intelligence spending and cloud capacity issues could weigh on margins Read More
00:00 Josh Dan, how about Google Cloud? Revenue 17.66 billion. Uh, that looks better than consensus. How do you see, what what are the trends in that business, Dan, in the year ahead? 00:08 Dan Josh, I think Read More
Capital expenditures—capex, meaning the big-ticket purchases that fund the data centers, servers, and power infrastructure undergirding the AI race—is fueling record-high, multi-trillion dollar tech valuations when investors think the spending is warranted. But Read More
00:00 Josh We’re joined here now is Ivanka Delska, founder and CIO at Spear Invest and Dan Flax, Newburger Burman senior research analyst. 00:08 Josh Welcome to you both. I’ll start with you. Um, the Read More
Meta Platforms Inc. (NASDAQ:META) is doubling down on AI with its most ambitious capital spending plan to date, outlining record infrastructure investments for fiscal 2026. During the company’s fourth-quarter earnings call on Wednesday, the Read More