Analyst conviction remains high, with 57 of 58 analysts carryings a Buy or Strong Buy rating with a consensus target of $596.

Australia's capex data shows a growing AI-driven investment surge, revealing the scale of the data centre boom and its economic impact.

Fallout from quarterly reports from Kyndryl and Monday.com, and what may be next for both. Why the capex spending won't slow anytime soon. Whether the debt-fueled growth at CoreWeave and Oracle is ...

Big Tech's Q3 2025 earnings confirm the AI boom is accelerating, with Microsoft, Amazon, Alphabet, Meta, and Apple investing nearly $100B in CapEx this quarter. Cloud revenue re-accelerated across all ...

Microsoft Corp (MSFT) reported strong operating cash flow (+60% YoY) for its fiscal Q2 ending Dec. 31, 2025. However, free cash flow fell 9.3% YoY and was down 77% QoQ. This was mainly due to a ...

Big tech companies’ capital expenditure (capex) on AI has become so large that it is at risk of making some companies go cash-flow negative, a “red flag” for stock valuations, according to analysts at ...

When analyzing a company, start with cash from operations (CFO), capital expenditures (capex) and free cash flow (FCF). Confirm that they reconcile. Analyze them on a year-over-year basis by looking ...

Oracle’s ORCL increasing cloud capital spending is positioning the company for its next growth phase by expanding capacity to meet rising AI and enterprise cloud demand. Management raised its fiscal ...

Big Tech companies’ capital expenditure (capex) on AI has become so large that it is at risk of making some companies go cash-flow negative, a “red flag” for stock valuations, according to analysts at ...