#capex
8 stories
Meta Price Targets Hiked to $900
Wall Street raises Meta's price target to $900 as AI momentum drives revenue growth.
24/7 Wall St. · 1m
TSMC Q3 Earnings Preview
TSMC's Q3 earnings report shows strong AI growth potential and value opportunity.
Seekingalpha · 1m
Capex Intensifies as External Issues Ease
Private capital spending rises across sectors once global tensions drop.
mint · 1m
Meta's Boring 12% Year Sets Re-Rate Stage
Meta's 12% year gain sparks re-rate as new products shift investor focus.
24/7 Wall St. · 1m
Nebius AI Compute Expansion Prices
Nebius' AI compute expansion drives prices up faster than stock multiples.
24/7 Wall St. · 1m
Treasury Yield Hits 6% Warning
Niles predicts 10-year Treasury could reach 6% amid Fed inaction.
Yahoo Finance · 1m
Akamai and Anthropic's $11.6B AI Edge Deal
Akamai's $11.6 billion seven-year deal with Anthropic to run AI workloads at the edge could reshape cloud infrastructure.
Futuriom · 2m
AI capex: when does capacity start paying?
Alibaba and Amazon are both selling cloud faster than ever, and both are burning cash to build it.
Yahoo Finance · 1m