#capital-expenditures

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#spacex
Venture
fromFortune
24 minutes ago

SpaceX's $80 billion IPO has a catch: 78% of the money is already spoken for | Fortune

SpaceX’s IPO is expected to raise $80B+, but most proceeds are already committed to third parties, while AI growth plans require massive ongoing capital expenditures.
fromFortune
4 days ago
Venture

Elon Musk's SpaceX IPO filing just told us what business he's betting on for the future-and it's not rockets | Fortune

Venture
fromFortune
24 minutes ago

SpaceX's $80 billion IPO has a catch: 78% of the money is already spoken for | Fortune

SpaceX’s IPO is expected to raise $80B+, but most proceeds are already committed to third parties, while AI growth plans require massive ongoing capital expenditures.
Venture
fromFortune
4 days ago

Elon Musk's SpaceX IPO filing just told us what business he's betting on for the future-and it's not rockets | Fortune

SpaceX shows minimal current revenue and large losses, with future shareholder value depending on long-term AI success amid heavy competition and rising AI-focused spending.
#ai-infrastructure
Tech industry
from24/7 Wall St.
1 week ago

The Real Winner of SpaceX's IPO: Mark Zuckerberg

SpaceX monetized unused supercomputer capacity through long-term cloud agreements with Anthropic, providing a model for Meta’s AI infrastructure spending strategy.
fromTechCrunch
1 week ago
Artificial intelligence

xAI burned $6.4B last year. SpaceX's IPO filing shows why the spending is far from over | TechCrunch

Artificial intelligence
from24/7 Wall St.
2 weeks ago

Amazon Starts To Run Low On Cash

Oracle’s off-balance-sheet funding obligations are cited as extremely large, while Amazon’s AI data-center spending faces uncertain risk amid rising input costs and slower construction.
Tech industry
from24/7 Wall St.
3 weeks ago

The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here's the Stock That Profits Most

Wall Street is now focusing on power consumption and AI infrastructure spending rather than just quarterly cloud growth.
Tech industry
from24/7 Wall St.
1 day ago

This Proves The AI Boom Will Last Through 2027

AI infrastructure spending has runway through 2027, and Taiwan Semiconductor’s demand commentary is the clearest signal of whether that outlook holds.
Tech industry
from24/7 Wall St.
1 week ago

The Real Winner of SpaceX's IPO: Mark Zuckerberg

SpaceX monetized unused supercomputer capacity through long-term cloud agreements with Anthropic, providing a model for Meta’s AI infrastructure spending strategy.
Artificial intelligence
fromTechCrunch
1 week ago

xAI burned $6.4B last year. SpaceX's IPO filing shows why the spending is far from over | TechCrunch

xAI losses are rapidly expanding while Grok scaling plans call for massive compute, increasing capital spending and widening the revenue gap.
Tech industry
fromtheregister
1 week ago

Google touts its tokenmaxxing and capex spending amid AI orgy

Google increased token processing from 9.7 trillion to 3.2 quadrillion tokens per month, supported by major datacenter and TPU capital spending.
Artificial intelligence
from24/7 Wall St.
2 weeks ago

Amazon Starts To Run Low On Cash

Oracle’s off-balance-sheet funding obligations are cited as extremely large, while Amazon’s AI data-center spending faces uncertain risk amid rising input costs and slower construction.
Tech industry
from24/7 Wall St.
3 weeks ago

The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here's the Stock That Profits Most

Wall Street is now focusing on power consumption and AI infrastructure spending rather than just quarterly cloud growth.
#artificial-intelligence
Artificial intelligence
from24/7 Wall St.
1 day ago

Companies Are Cutting Jobs for AI -- But Not the Billions Paid to Investors

Big Tech is investing heavily in AI infrastructure while maintaining dividend growth and shareholder payouts despite targeted job cuts.
Tech industry
fromThe Motley Fool
1 week ago

Alphabet and Meta Delivered Worrisome News for Investors -- and It Has Trillion-Dollar Implications | The Motley Fool

Alphabet and Meta are making very large AI capital expenditures, driving early revenue and advertising gains despite potential reductions in share buybacks.
Tech industry
fromFast Company
3 weeks ago

Big Tech capex ranked: What Alphabet, Amazon, Apple, Meta, and Microsoft are spending as AI investment surges

Capital expenditures at major tech companies are soaring, driven by significant investments in artificial intelligence.
fromThe Motley Fool
1 month ago
Marketing tech

Meta's Massive Artificial Intelligence Investments May Be About to Pay Off for Investors | The Motley Fool

Artificial intelligence
from24/7 Wall St.
1 day ago

Companies Are Cutting Jobs for AI -- But Not the Billions Paid to Investors

Big Tech is investing heavily in AI infrastructure while maintaining dividend growth and shareholder payouts despite targeted job cuts.
Tech industry
fromThe Motley Fool
1 week ago

Alphabet and Meta Delivered Worrisome News for Investors -- and It Has Trillion-Dollar Implications | The Motley Fool

Alphabet and Meta are making very large AI capital expenditures, driving early revenue and advertising gains despite potential reductions in share buybacks.
Tech industry
fromFast Company
3 weeks ago

Big Tech capex ranked: What Alphabet, Amazon, Apple, Meta, and Microsoft are spending as AI investment surges

Capital expenditures at major tech companies are soaring, driven by significant investments in artificial intelligence.
Marketing tech
fromThe Motley Fool
1 month ago

Meta's Massive Artificial Intelligence Investments May Be About to Pay Off for Investors | The Motley Fool

Meta Platforms launched the Muse Spark model, enhancing its AI capabilities to improve advertising and content engagement.
#alphabet
Business
from24/7 Wall St.
1 day ago

Prediction: Alphabet Stock Will Reach The $5 Trillion Club on This Date

Alphabet delivered strong Q1 2026 growth and Cloud momentum, but rising capital intensity and macro sensitivity pressure free cash flow and valuation expectations.
Tech industry
fromThe Motley Fool
3 weeks ago

Stock Market Today, April 30: Alphabet Surges After Reporting Accelerating Google Cloud Growth | The Motley Fool

Alphabet's Q1 2026 results exceeded expectations, with significant growth in Cloud revenue and increased capital expenditures to meet AI demand.
Tech industry
fromYahoo Finance
1 month ago

Alphabet earnings on tap with Gemini, AI spending updates in focus with stock near record high

Alphabet is set to report strong Q1 results, driven by cloud revenue and AI advancements, with significant growth expected in earnings and capital expenditures.
Business
from24/7 Wall St.
1 day ago

Prediction: Alphabet Stock Will Reach The $5 Trillion Club on This Date

Alphabet delivered strong Q1 2026 growth and Cloud momentum, but rising capital intensity and macro sensitivity pressure free cash flow and valuation expectations.
Tech industry
fromThe Motley Fool
3 weeks ago

Stock Market Today, April 30: Alphabet Surges After Reporting Accelerating Google Cloud Growth | The Motley Fool

Alphabet's Q1 2026 results exceeded expectations, with significant growth in Cloud revenue and increased capital expenditures to meet AI demand.
Tech industry
fromYahoo Finance
1 month ago

Alphabet earnings on tap with Gemini, AI spending updates in focus with stock near record high

Alphabet is set to report strong Q1 results, driven by cloud revenue and AI advancements, with significant growth expected in earnings and capital expenditures.
#meta
fromFortune
6 days ago
Tech industry

Meta laid off 10% of its workforce as Mark Zuckerberg warns that in the AI race 'success isn't a given' | Fortune

Tech industry
fromTechRepublic
1 week ago

Meta to Slash 8,000 Jobs This Week Amid $145B AI Push

Meta plans to cut about 8,000 jobs while increasing AI infrastructure spending, shrinking parts of the company to fund an AI-focused compute-heavy future.
Tech industry
fromFortune
6 days ago

Meta laid off 10% of its workforce as Mark Zuckerberg warns that in the AI race 'success isn't a given' | Fortune

Meta laid off 8,000 employees and shifted 7,000 into AI-focused roles while committing to major AI-driven capital spending.
Tech industry
fromTechRepublic
1 week ago

Meta to Slash 8,000 Jobs This Week Amid $145B AI Push

Meta plans to cut about 8,000 jobs while increasing AI infrastructure spending, shrinking parts of the company to fund an AI-focused compute-heavy future.
Tech industry
fromComputerWeekly.com
3 weeks ago

Meta ramps up AI spend as it pushes advanced models | Computer Weekly

Meta is investing heavily in technology infrastructure and AI model development, forecasting significant revenue growth and increased capital expenditures.
Business
from247wallst.com
6 days ago

Price Prediction: Can DTE Energy Hit $200 Before 2027?

Hyperscale data center demand is driving DTE’s capital expansion and EPS growth outlook through 2030 while management mitigates political risk via a rate-hike moratorium.
#microsoft
Business
from24/7 Wall St.
6 days ago

This Will Be Microsoft's Stock Price in 2028

AI revenue growth is strong, but rising capital expenditures and OpenAI losses are pressuring confidence and valuation.
Business
from24/7 Wall St.
1 week ago

Microsoft at $420: Buy, Sell or Hold?

Microsoft’s AI fundamentals and backlog growth contrast with stock de-rating driven by rising capex, weaker free cash flow, and higher rates.
Business
from24/7 Wall St.
1 month ago

Should You Buy, Sell or Hold Microsoft (MSFT) Stock at $386?

Microsoft's stock is a Hold at $386, facing challenges despite strong AI growth and earnings beats.
Tech industry
from24/7 Wall St.
2 months ago

Microsoft Is Down 24% This Year While Spending $30B a Quarter on AI

Microsoft's stock is down 24% year-to-date amid concerns over AI infrastructure spending and a hiring freeze in its cloud unit.
Business
from24/7 Wall St.
6 days ago

This Will Be Microsoft's Stock Price in 2028

AI revenue growth is strong, but rising capital expenditures and OpenAI losses are pressuring confidence and valuation.
Business
from24/7 Wall St.
1 week ago

Microsoft at $420: Buy, Sell or Hold?

Microsoft’s AI fundamentals and backlog growth contrast with stock de-rating driven by rising capex, weaker free cash flow, and higher rates.
Business
from24/7 Wall St.
3 weeks ago

Jim Cramer Isn't a Fan of Microsoft After Rough Quarter. Is He Right to Be Skeptical?

Jim Cramer's skepticism on Microsoft stems from high capital expenditures and disappointing stock reactions despite consistent earnings beats.
Tech industry
from24/7 Wall St.
3 weeks ago

The Incredible Number Hiding in Microsoft's Earnings Report

Microsoft's fiscal Q3 2026 report shows strong growth metrics but a significant capex bill led to a 5.26% stock decline.
Business
from24/7 Wall St.
1 month ago

Should You Buy, Sell or Hold Microsoft (MSFT) Stock at $386?

Microsoft's stock is a Hold at $386, facing challenges despite strong AI growth and earnings beats.
Tech industry
from24/7 Wall St.
2 months ago

Microsoft Is Down 24% This Year While Spending $30B a Quarter on AI

Microsoft's stock is down 24% year-to-date amid concerns over AI infrastructure spending and a hiring freeze in its cloud unit.
#meta-platforms
Tech industry
from24/7 Wall St.
1 week ago

Wells Fargo Trims Meta Platforms Price Target to $765: Why the AI Infrastructure Bet Still Has Believers

Meta Platforms retains an Overweight rating as accelerating AI compute spending and improving ad metrics support cloud-like monetization confidence.
Artificial intelligence
fromThe Motley Fool
3 weeks ago

Meta's AI Strategy Is Working -- But These 2 Red Flags Could Hold It Back | The Motley Fool

Meta Platforms is experiencing rapid revenue growth but faces sustainability challenges due to rising AI costs and investments in Reality Labs.
Tech industry
fromThe Motley Fool
3 weeks ago

Meta's Revenue Growth Is Impressive, but Its AI Budget Is Getting Harder to Ignore | The Motley Fool

Meta Platforms' stock dropped despite strong revenue growth due to rising AI-related costs impacting earnings.
Marketing tech
fromThe Motley Fool
3 weeks ago

Is Meta Platforms Stock a Buy on Its Pullback? | The Motley Fool

Meta Platforms' stock decline is attributed to increased capital expenditures despite strong earnings and revenue growth.
Marketing tech
fromMiami Herald
3 weeks ago

BofA raises Meta price target despite AI spending worries

Meta Platforms reported strong Q1 earnings but faced stock decline due to concerns over future AI investments and rising capital expenditures.
Social media marketing
fromNewsday
4 weeks ago

Meta beats revenue expectations, boosts capital spending forecast for 2026

Meta Platforms Inc. reported strong earnings growth but increased its capital expenditure forecast for the year.
Tech industry
from24/7 Wall St.
1 week ago

Wells Fargo Trims Meta Platforms Price Target to $765: Why the AI Infrastructure Bet Still Has Believers

Meta Platforms retains an Overweight rating as accelerating AI compute spending and improving ad metrics support cloud-like monetization confidence.
Artificial intelligence
fromThe Motley Fool
3 weeks ago

Meta's AI Strategy Is Working -- But These 2 Red Flags Could Hold It Back | The Motley Fool

Meta Platforms is experiencing rapid revenue growth but faces sustainability challenges due to rising AI costs and investments in Reality Labs.
Tech industry
fromThe Motley Fool
3 weeks ago

Meta's Revenue Growth Is Impressive, but Its AI Budget Is Getting Harder to Ignore | The Motley Fool

Meta Platforms' stock dropped despite strong revenue growth due to rising AI-related costs impacting earnings.
Marketing tech
fromThe Motley Fool
3 weeks ago

Is Meta Platforms Stock a Buy on Its Pullback? | The Motley Fool

Meta Platforms' stock decline is attributed to increased capital expenditures despite strong earnings and revenue growth.
Marketing tech
fromMiami Herald
3 weeks ago

BofA raises Meta price target despite AI spending worries

Meta Platforms reported strong Q1 earnings but faced stock decline due to concerns over future AI investments and rising capital expenditures.
Social media marketing
fromNewsday
4 weeks ago

Meta beats revenue expectations, boosts capital spending forecast for 2026

Meta Platforms Inc. reported strong earnings growth but increased its capital expenditure forecast for the year.
Tech industry
fromTechzine Global
1 week ago

Meta is laying off and reassigning employees to fuel its AI push

Meta plans to cut 10% of its workforce by laying off 8,000 employees while reallocating 7,000 to AI roles to fund AI infrastructure investments.
Tech industry
from24/7 Wall St.
1 week ago

Meta Platforms Is Down 11% in a Month While Alphabet Is Up 16%. What's Going On?

Alphabet’s AI-driven growth in Google Cloud and Search outperformed, while Meta’s higher capex and Reality Labs losses weighed on results and sentiment.
#ai-investment
from24/7 Wall St.
1 week ago
Tech industry

The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and for Investors the Implications Are Uncomfortable

fromFortune
3 weeks ago
Artificial intelligence

Half of Google's and Amazon's 'blowout AI profits' came from a stake in Anthropic-not from their actual business | Fortune

Venture
from24/7 Wall St.
3 weeks ago

$1 Trillion in AI Capex Is Coming. Here Are 5 Stocks That Will Feast on the Buildout

Hyperscalers are on track to spend over $1 trillion on capex annually, driven by AI demand and significant revenue growth from major tech companies.
Tech industry
from24/7 Wall St.
1 week ago

The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and for Investors the Implications Are Uncomfortable

Most celebrated GDP growth from AI spending reflects imports and delayed returns rather than immediate domestic output gains.
Artificial intelligence
fromFortune
3 weeks ago

Half of Google's and Amazon's 'blowout AI profits' came from a stake in Anthropic-not from their actual business | Fortune

U.S. tech companies are investing heavily in AI, with $130.65 billion in capital expenditures in Q1 2026, significantly impacting profits.
Venture
from24/7 Wall St.
3 weeks ago

$1 Trillion in AI Capex Is Coming. Here Are 5 Stocks That Will Feast on the Buildout

Hyperscalers are on track to spend over $1 trillion on capex annually, driven by AI demand and significant revenue growth from major tech companies.
Venture
from24/7 Wall St.
1 month ago

Wealth Manager: "Hard to See a World Where You're Not Investing in AI" Buy These Dips Now

Investing in AI is essential for long-term growth, with major companies significantly increasing their capital expenditures and revenues.
Business
from24/7 Wall St.
1 week ago

Forget Utility Dividends. Kevin Warsh Just Made the 30-Year Treasury a Better Income Play

Rate-sensitive regulated utilities face rising funding costs as quantitative tightening tightens financial conditions and long-end yields remain vulnerable.
Tech industry
from24/7 Wall St.
1 week ago

Broadcom vs Microsoft. Both Are Winning the AI Race. Only One Is Priced Like It

Broadcom’s AI growth is driven by custom silicon and networking, while Microsoft’s AI momentum is powered by Azure cloud capacity and a large presold backlog.
#amazon
Tech industry
from24/7 Wall St.
1 week ago

Here's Why Amazon (AMZN) Might Be the Ultimate Hard-Asset and AI Infrastructure Stock

Amazon uniquely owns both physical fulfillment assets and AI compute infrastructure, supported by large planned capital expenditures and strong AWS growth.
Tech industry
from24/7 Wall St.
3 weeks ago

Amazon vs. Microsoft and the Great AI Capex Divergence

Amazon's capital expenditures surged, impacting cash flow, while Microsoft reduced spending amid concerns over its AI partnership.
Business
from24/7 Wall St.
3 weeks ago

Analysts See $20 of Upside for Amazon Stock Even at All-Time Highs

Amazon's stock shows potential upside as revenue and profitability improve despite high capital expenditures.
Business
from24/7 Wall St.
1 month ago

Amazon Is Wells Fargo's Top Internet Pick for 2026

Wells Fargo raised Amazon's price target to $305, citing AWS revenue growth and improved free cash flow as key factors.
Tech industry
from24/7 Wall St.
1 week ago

Here's Why Amazon (AMZN) Might Be the Ultimate Hard-Asset and AI Infrastructure Stock

Amazon uniquely owns both physical fulfillment assets and AI compute infrastructure, supported by large planned capital expenditures and strong AWS growth.
Tech industry
from24/7 Wall St.
3 weeks ago

Amazon vs. Microsoft and the Great AI Capex Divergence

Amazon's capital expenditures surged, impacting cash flow, while Microsoft reduced spending amid concerns over its AI partnership.
Business
from24/7 Wall St.
3 weeks ago

Analysts See $20 of Upside for Amazon Stock Even at All-Time Highs

Amazon's stock shows potential upside as revenue and profitability improve despite high capital expenditures.
Business
from24/7 Wall St.
1 month ago

Amazon Is Wells Fargo's Top Internet Pick for 2026

Wells Fargo raised Amazon's price target to $305, citing AWS revenue growth and improved free cash flow as key factors.
Tech industry
fromForbes
1 week ago

Is Google Stock The New Alpha?

Google Cloud delivered strong growth and margins, supported by a $462 billion backlog that improves revenue visibility despite depreciation timing risk.
Business
from24/7 Wall St.
2 weeks ago

The Smart Money Isn't Hesitating to Buy These 2 Battered Software Stocks

Oracle and Microsoft trade at large discounts despite accelerating AI-driven earnings, with investors focusing on capex and balance-sheet optics rather than contracted demand.
#google
Business
from24/7 Wall St.
2 weeks ago

Google at 52-Week High: Buy, Sell or Hold?

Google shares are near a 52-week high after a strong AI-driven rally, with upside from Cloud and Search offset by rising CapEx and valuation risk.
Tech industry
from24/7 Wall St.
1 month ago

Semianalysis CEO: Google's free cash flow will hit zero next year from AI capex

Google's free cash flow is projected to be nearly zero next year due to massive capital expenditures.
Business
from24/7 Wall St.
2 weeks ago

Google at 52-Week High: Buy, Sell or Hold?

Google shares are near a 52-week high after a strong AI-driven rally, with upside from Cloud and Search offset by rising CapEx and valuation risk.
Tech industry
from24/7 Wall St.
1 month ago

Semianalysis CEO: Google's free cash flow will hit zero next year from AI capex

Google's free cash flow is projected to be nearly zero next year due to massive capital expenditures.
Apple
from24/7 Wall St.
2 weeks ago

Apple's AI Restraint Looks Smart as Microsoft Spends $190B on AI Despite User Pushback

Apple’s cautious AI posture is framed as disciplined strategy while Microsoft accelerates AI spending and capital expenditures.
#ai-spending
Tech industry
fromFortune
3 weeks ago

Big Tech is about to spend $700 billion on AI this year. No one knows where the buildout ends. | Fortune

Big Tech's AI spending is projected to exceed $700 billion this year, driven by demand for infrastructure and computing power.
fromFuturism
3 months ago
Artificial intelligence

Blinking New Warning Sign Appears for AI Industry

Big tech's massive AI infrastructure spending has triggered investor concern about overinvestment, a potential AI bubble, and heightened credit risk.
Tech industry
fromFortune
3 weeks ago

Big Tech is about to spend $700 billion on AI this year. No one knows where the buildout ends. | Fortune

Big Tech's AI spending is projected to exceed $700 billion this year, driven by demand for infrastructure and computing power.
Business
from24/7 Wall St.
3 weeks ago

3 of 4 Mag 7 Tech Giants Slumped on CapEx Concerns Despite Beating Earnings

Mega-cap tech earnings showed expected results, but only one stock rallied, indicating a cautious market response to rising capital expenditures.
Tech industry
fromTechzine Global
4 weeks ago

Quarterly results: hyperscalers impress, despite sky-high AI spending

AI-driven growth in cloud revenue is significantly benefiting major U.S. hyperscalers like Alphabet, Amazon, and Microsoft.
#tesla
Toronto startup
fromTechCrunch
1 month ago

TechCrunch Mobility: Elon's admission | TechCrunch

Tesla owners will need hardware upgrades for future Full Self-Driving software, requiring microfactories to service millions of vehicles.
Toronto startup
from24/7 Wall St.
1 month ago

Tesla Slides 4%: Investors Digest Capex Ramp, Tempered Self-Driving Outlook

Tesla's stock fell 4% despite beating earnings and revenue due to rising capital expenditures and concerns over autonomous driving progress.
fromTechCrunch
1 month ago
Toronto startup

Tesla just increased its capex to $25B. Here's where the money is going. | TechCrunch

Toronto startup
fromTechCrunch
1 month ago

TechCrunch Mobility: Elon's admission | TechCrunch

Tesla owners will need hardware upgrades for future Full Self-Driving software, requiring microfactories to service millions of vehicles.
Toronto startup
from24/7 Wall St.
1 month ago

Tesla Slides 4%: Investors Digest Capex Ramp, Tempered Self-Driving Outlook

Tesla's stock fell 4% despite beating earnings and revenue due to rising capital expenditures and concerns over autonomous driving progress.
Toronto startup
fromTechCrunch
1 month ago

Tesla just increased its capex to $25B. Here's where the money is going. | TechCrunch

Tesla's capital expenditures will reach $25 billion in 2026, significantly increasing to support AI and robotics initiatives.
Toronto startup
from24/7 Wall St.
1 month ago

Tesla Gets $360 Price Target as Traders Ask: How Much Will Terafab Really Cost?

Tesla's upcoming earnings report raises concerns about the cost of the Terafab semiconductor facility and its impact on capital expenditures.
Venture
from24/7 Wall St.
1 month ago

Cramer: CoreWeave's $8.5B Financing Is a 'Landmark' Deal That AI Investors Can't Ignore

CoreWeave's $8.5 billion financing and credit rating upgrade signify a pivotal moment for AI infrastructure investment.
Business
from24/7 Wall St.
2 months ago

Record Bookings Cannot Hide Royal Caribbean's Growing Fuel Problem

Royal Caribbean faces risks from rising oil prices and significant capital expenditures despite strong booking momentum for 2026.
Toronto startup
from24/7 Wall St.
2 months ago

LAC Stock Up 32% Over the Past Year But Share Dilution Is Quietly Piling Up

Lithium Americas plans significant capital expenditures and workforce expansion, raising concerns about share dilution and future profitability.
Business
from24/7 Wall St.
2 months ago

Hess Midstream: Spending Winding Down, Now Comes $850-$900 Million in Free Cash Flow

Hess Midstream is transitioning to a free cash flow era with significantly reduced capital spending and increased distributions.
Business
from24/7 Wall St.
3 months ago

Retirees Are Quietly Accumulating This 8% Dividend Grower With a Half-Century of Increases

PepsiCo maintains Dividend King status with 50+ years of dividend increases, a 3.5% yield, and growing income supported by free cash flow.
Artificial intelligence
from24/7 Wall St.
3 months ago

The 'English Warren Buffett' Just Dumped Half His Alphabet Stake

Terry Smith is trimming Fundsmith holdings, significantly reducing Alphabet shares amid market volatility and an AI-driven SaaS sell-off despite strong Google Cloud growth.
Business
from24/7 Wall St.
3 months ago

TXNM Energy's 2.8% Yield: Reliable Utility or Risky Bet?

TXNM's dividend yield is modest, but dividends are increasingly funded by debt because of persistent negative free cash flow.
from24/7 Wall St.
3 months ago

Air Products Delivers $1.79: What This Dividend Giant's Payout Says About Its Future

The $1.79 quarterly payment represents the final installment before the company's recently announced increase. On January 27, 2026, management declared the next quarterly dividend at $1.81 per share, a 1.1% increase that continues the growth trajectory but at a noticeably slower pace than the company's historical standard. At the current stock price of $295.40, that translates to a forward yield of approximately 2.5%.
Business
Business
fromFortune
3 months ago

Why that $2 trillion software stock wipeout didn't derail the AI bull market | Fortune

S&P 500 nears record highs as earnings beats and rising AI-related capex counter last week's software sell-off driven by AI disruption fears.
Artificial intelligence
fromFuturism
3 months ago

Investors Concerned AI Bubble Is Finally Popping

Rapid, massive AI-related spending by Big Tech has triggered steep stock selloffs, raising fears of an AI-driven bubble and broader market downturn.
E-Commerce
fromTheWrap
3 months ago

Amazon Ad Revenue Rises 17% to $21.3 Billion in Q4

Amazon reported 14% revenue growth to $213.4 billion with higher operating profit, recorded charges and severance, announced more layoffs, and plans about $200 billion in 2026 capital expenditures.
Business
fromAol
3 months ago

Charter (CHTR) Q4 2025 Earnings Call Transcript

Consolidated revenue fell 2% year over year while EBITDA edged down quarterly; video and mobile additions improved but internet customer losses persisted.
Artificial intelligence
fromCNET
3 months ago

Zuckerberg Thinks Meta Has an AI Advantage Because It Knows So Much About You

Meta plans major investment to build personalized superintelligent AI that leverages vast user data to deliver uniquely personal, agentic experiences.
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