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The artificial intelligence (AI) boom has become one of the most powerful forces driving the stock market, fueling massive gains in semiconductor companies, da…
Amazon is set to announce its second-quarter earnings after the bell on Thursday. Here's what analysts are expecting, according to estimates compiled by LSEG:…
Most tech giants have been raising their AI capex forecasts. Microsoft is an outlier.
Written by Adam Spatacco for The Motley Fool -> The data management giant currently boasts a record backlog of $638 billion. However, Oracle's capex spending…
Written by James Brumley for The Motley Fool -> Oracle shares have been more than cut in half in less than a year on fears over its huge capex spending. Invest…
Intel Corporation's (INTC) capex story is getting more attention because the company is spending more while the market is starting to focus on supply, not just…
What happened: Apple ( AAPL ) reclaimed the title of the world's most valuable public company from Nvidia ( NVDA ) as the iPhone maker's stock closed at a reco…
Written by Bram Berkowitz for The Motley Fool -> Alphabet recently hiked its 2026 capital expenditure guidance due to soaring demand for compute. The hypersc…
Neoclouds offer rapid AI growth but carry heavy debt risks, while hyperscalers use strong cash flows for safer expansion. This choice determines whether high-r…
Written by Geoffrey Seiler for The Motley Fool -> Tesla stock fell on high capex, toned down robotaxi expectations, and missed EPS. The stock still remains e…
Written by Geoffrey Seiler for The Motley Fool -> Broadcom and Nvidia should benefit from increased orders. Celestica and Lumentum are two important Alphabet…
