#capex spending
5 stories
Meta's $28 billion AI bet faces a skeptical reality check
An analyst calculates Meta would need 115 million paid Muse subscribers to justify its AI ambitions, but the math suggests it won't happen.
24/7 Wall St. · 1m
Tesla's $5,000 bet: where it could land in 5 years
Three scenarios show Tesla stock could turn $5,000 into $5,335 to $9,088 by 2031, depending on whether AI and robotaxi investments pay off.
Yahoo Finance · 2m
Alphabet vs Apple: whose cash flow faces more heat
Alphabet's search business faces existential regulatory risk while Apple's App Store troubles are merely annoying.
Yahoo Finance · 1m
AI spending outpaces cash flow at tech giants
Hyperscalers face a crunch as AI infrastructure costs exceed their operating cash flow.
Cloud Wars · 1m
AI infrastructure spending hits $2.59 trillion
Gartner's new forecast shows hardware makers are capturing most of the revenue as compute and memory costs surge.
Cloud Wars · 1m