Nvidia (NVDA) is up only 0.24% year-to-date despite hyperscalers deploying $700B in AI infrastructure spending. Lumentum (LITE) surged 637% and Bloom Energy (BE) jumped 492% as AI supply chain plays ...

Feb 12 (Reuters) - Nebius Group reported a sharp rise in quarterly capital spending on Thursday, driven by purchases of artificial intelligence processors and growing data center investments, as the ...

Rising capital expenditure across the Magnificent 7 tech stocks—Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOGL), Meta Platforms (META), Tesla (TSLA), and Nvidia (NVDA)—signals ...

Big Tech's 2026 capex guidance — led by AMZN, GOOGL, META — signals another aggressive investment cycle, driving bullish prospects for semiconductors. Memory remains in a super cycle: HBM demand is ...

Due to the rushed nature of the AI buildout, most AI infrastructure companies have been forced to spend significant up-front capital. However, as the “build-it-now” frenzy cools, these businesses will ...

Amazon earnings are in, and it's not looking good for the stock. Investors were focused on the company's capex-spending forecast of $200 billion for the year, which came in well above the average ...

Alphabet shares fell more than 4% after Google's parent company reported a jump in quarterly revenue but said it plans to roughly double capital spending this year. Sales rose 18% to reach nearly $114 ...

Alphabet Inc (NASDAQ:GOOGL) shares are down 6.1% to trade at $312.64, after the tech behemoth rattled investors with a capital expenditure forecast of $175 billion to $185 billion for the year, far ...

Alphabet's quarterly results beat expectations across the board, led by strong cloud growth. The company continues to see demand for cloud and AI outstrip supply and is spending heavily to capitalize ...

Meta Platforms recently unveiled capex guidance that was higher than Wall Street analysts expected. The market has been skeptical of too much capex associated with artificial intelligence for other ...

Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company accelerating into an AI-first era—while also confronting investor scrutiny over the scale of its ...