Investors may be bullish on Broadcom amid DeepSeek sell-off, but hurdles in AI chips market remain due to Nvidia's superiority and trade war tensions. See more.

The massive capex comes as Amazon's cloud and AI rivals up their spending. Google-parent company Alphabet, said on its most recent earnings call that it expects to spend $75 billion on capital ...

Meta, Microsoft, Amazon, and Google parent Alphabet are expecting a cumulative $325 billion in capital expenditures in 2025, driven by their investments in artificial intelligence infrastructure.

A mid-January note from Mitra Azizirad, Microsoft's chief operating officer of strategic mission and technologies, also ...

Major U.S. stock indexes slid on Friday as investors digested closely watched monthly employment numbers and a sharp drop in consumer sentiment.

Amazon said Thursday it plans to boost its capital expenditures to $100 billion in 2025, as it continues its AI investments.

Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by ...

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” fourth ...

Alphabet's Q4 earnings beat EPS estimates but missed revenue expectations, causing a sell-off. Read why I believe this is an ...

Amazon, Microsoft, and Alphabet each saw sharp stock declines following their fourth-quarter earnings reports, which revealed ...

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2024 investor ...