#ai-capital-expenditure

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E-Commerce
from24/7 Wall St.
2 days ago

Amazon Stock (NASDAQ: AMZN) Price Prediction and Forecast 2025-2030 for December 17

Amazon's stock has struggled since its November 3, 2025 peak amid modest YTD gains, investor concerns about AI capital spending, and heavy investment in robotics.
Business
fromFortune
1 month ago

Investment alarm bells ring: For the first time in 20 years, AI bubble fears have fund managers saying companies are overdoing it | Fortune

Global fund managers now view corporate capital spending as excessive due to the scale and financing risks of the AI capex boom.
Artificial intelligence
fromWIRED
1 month ago

Meta, Google, and Microsoft Triple Down on AI Spending

Microsoft expects AI capital spending to increase sequentially and anticipates fiscal year 2026 capex growth to exceed fiscal year 2025.
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