NEWYou can now listen to Fox News articles! President Donald Trump Friday sharply criticized former President Joe Biden’s handling of the U.S. withdrawal from Afghanistan, calling it an “embarrassment” and arguing his administration 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
For the past few years, artificial intelligence (AI) has been one of the hottest themes in the stock market. Investors rewarded companies that talked boldly about AI ambition, data leadership, cloud scale and long-term disruption. Read More
By now, investors are familiar with the massive and rapid expansion of artificial intelligence (AI) and high-performance computing. While big tech companies steal headlines for their massive AI spend and client-facing AI chatbots, the real 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
By Harshita Mary Varghese and Anhata Rooprai Feb 6 (Reuters) – U.S. tech giants have predicted their spending would surge this year as they double down on artificial intelligence, sharpening investor scrutiny over whether these costly 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
(Updates to give better example in paragraph 3) By Lucy Raitano LONDON, Feb 6 (Reuters) – The global AI trade is starting to fracture as soaring capex, rising debt loads and doubts over who will profit from the 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