#capital expenditures
12 stories
AI Bubble Risks
AI spending creates a bubble like past industrial projects, risking tech giants' finances.
Kiplinger · 1m
Meta AI Spending and Ad Growth Define Margin Debate
Meta's AI investment surge strains margins despite strong ad revenue growth.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Amazon Lays Off 121 Washington Workers as AI Spending Hits $220 Billion
Amazon cuts 121 Washington jobs while planning $220 billion AI spending in 2026.
Startup Fortune · 1m
AI Boom Pushes Bond Yields Higher
AI spending fuels U.S. economy but debt surge raises bond yields.
Kiplinger · 1m
Microsoft Azure AI Growth Drives Capital Spending Debate
Microsoft's Azure AI expansion fuels investor concerns over capital spending returns.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Microsoft Stalls Below $500 as Nasdaq Hits Record
Microsoft's stock dips below $500 despite Nasdaq hitting a record high, with three key pressures on its valuation.
24/7 Wall St. · 1m
Meta's Bull Sees 30% Growth This Year
Evercore's Mark Mahaney targets $860 for Meta after calling its Muse AI 'best product'.
24/7 Wall St. · 1m
Meta Adds $200 Billion in One Day with AI App
Meta's new AI app beat ChatGPT's launch, adding $200 billion in market value overnight.
24/7 Wall St. · 1m
Amazon's Risk-Reward Asymmetry
Amazon's risk-reward asymmetry keeps investors buying despite high capex.
Yahoo Finance · 1m
AI Supply Chain Layers Exposed
AI isn't one industry but six interconnected layers with unique risks.
Kiplinger · 1m
Conagra Q1 FY27 Earnings Test
Conagra's Q1 earnings report will test if turnaround efforts boost margins amid sales declines.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Life Time Group Doubles Club Count by 2026
Life Time Group plans to open 14 new athletic clubs in 2026, doubling its current footprint.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
