#capital expenditure
19 stories
Fink warns data center halt could trigger recession
BlackRock's CEO says a moratorium on data center construction would damage the economy, citing massive AI infrastructure investment.
CNBC · 1m
Should You Buy Alphabet Before Oct 28?
Alphabet's earnings report on Oct 28 could boost shares before or after the event.
The Motley Fool · 1m
Meta's $145 billion spending plan rivals military budgets
Meta plans to spend $145 billion in capital expenditure in 2026, more than every country's military budget except the U.S., China and Russia.
Fortune · 1m
Microsoft Holds 10-Year Value
Microsoft's 10-year investment case remains strong despite AI shifts.
Yahoo Finance · 1m
Jamie Dimon Predicts $1 Trillion AI Spending Next Year
JPMorgan CEO Jamie Dimon forecasts AI hyperscalers will spend $1 trillion next year, up from $700 billion this year.
Pymnts · 1m
Oracle's $1,000 bet: risky AI play or unfair underdog?
Oracle is spending billions on AI infrastructure but faces skepticism from investors who doubt it will pay off.
Yahoo Finance · 2m
McGrath RentCorp shows rental strength amid sales headwinds
The rental equipment company's core business is growing while project delays and margin pressure test near-term profitability.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 2m
Five stocks riding AI's supply chain shocks
As Big Tech spends trillions on data centers, bottlenecks in power, fiber, memory, and chips are creating temporary pricing power for suppliers.
Kiplinger · 3m
Oracle's CFO reframes layoffs as strategic focus
New finance chief Hilary Maxson tells employees the job cuts aren't about doing more with less, but about simplifying and redirecting resources.
Yahoo Finance · 1m
Microsoft's AI infrastructure bet signals bigger changes ahead
Microsoft is tripling its data center capacity by 2032, spending $175 billion to prepare for AI compute demand that hasn't fully arrived yet.
Cloud Wars · 1m
AI's wobbly house of cards is about to collapse
The US economy is dangerously dependent on AI spending, and a slowdown could trigger a financial crisis.
Futurism · 1m
Coke's $10 billion bet on American factories
Coca-Cola announces a major U.S. infrastructure investment, but the White House and the company are telling different stories about what it means.
Dallas Express · 2m
Ageing infrastructure is a goldmine for investors
Decades-old roads, bridges and power grids need replacing, creating major opportunities in utilities and infrastructure stocks.
MoneyWeek · 1m
Black Rock Coffee's expansion bet strains finances
Rapid store growth masks margin pressure and rising debt at the coffee chain.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
ASML vs TSMC: The real picks-and-shovels winner
One company makes the machines, the other runs them. Only one has a true monopoly.
Yahoo Finance · 1m
Your diversified ETF isn't actually diversified
Hundreds of holdings can mask dangerous concentration when they all depend on the same four tech giants spending $700 billion on AI.
Kiplinger · 3m
Hyperscaler debt is getting riskier, Apollo warns
Credit default swaps signal that AI infrastructure companies are taking on dangerous levels of debt with uncertain returns.
CNBC · 1m
Oracle's AI bet strains finances despite cloud growth
Strong cloud revenues can't hide the mounting costs and debt from Oracle's massive AI infrastructure push.
Futuriom · 1m
China's AI boom is testing investor nerves
Dale Nicholls sees a weak Chinese economy, but says AI and select consumer firms still offer value.
MoneyWeek · 1m · 5 views