#capital spending
8 stories

Zuckerberg admits Meta bet $200B on AI in the dark
Meta's CEO says the company committed up to $200 billion to AI infrastructure without knowing if it would work, as free cash flow collapsed 91 percent.
The Next Web · 1m

Alphabet AI Search Costs and Cloud Growth
Alphabet's AI search costs and cloud growth test investor confidence.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m

Amazon Price Target Consensus
58 analysts agree on Amazon's price target with zero sells.
24/7 Wall St. · 1m

ACM Research Jumps 6.1% Amid Sector Rally
Semiconductor equipment stock ACM Research surges 6.1% as sector peers rally.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m

Amazon Stock $5,000 Projection 2031
Amazon stock could grow $5,000 to $12,770 in 5 years with 20.63% annual return
24/7 Wall St. · 1m

Middle Market CFOs Delay Spending Due to Uncertainty
Middle market CFOs hold back capital spending as economic uncertainty grows
Pymnts · 1m

Cohu surges 5.7% in semiconductor equipment rally
California chipmaker Cohu outpaces peers as investors bet on semiconductor capital spending recovery.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m

ACM Research jumps 5.7% in chip equipment rally
Semiconductor equipment stocks surge together, signaling renewed optimism about chip manufacturing spending.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m