Meta Platforms stock looks like a "Buy" given strong ad growth, 41% margins, rising free cash flow, and capex peaking by 2026 ...

Microsoft (MSFT) stock is pressured by AI CapEx margin doubts—not demand. Learn key signals in Azure/cloud COGS vs. revenue ...

Tracking artificial intelligence (AI)-related capital expenditure (CapEx) is critical as it represents a massive, transformative investment cycle – on track for nearly $700 billion by 2026 – that will ...

Microsoft recently updated its forecast for capex, as rising memory prices are inflating its budget. The company anticipates that higher component prices will account for $25 billion of its capex this ...

Meta beat on revenue. Meta beat on EPS. Meta guided Q2 revenue of $58 to $61 billion which is strong. And shares are still down 6% after hours. The reason is the capex raise. Management bumped 2026 ...

Artificial intelligence is no longer about demos and dev days. It’s a line on the income statement – and an even bigger one on the capex schedule. Microsoft, Alphabet, Amazon and Meta all posted ...

For years, it was common for even the biggest tech companies to have annual capital expenditures, or capex, in the single- to low-double-digit-billion range. You might have heard a tech company say it ...

As hyperscalers begin to report earnings this week, the market will be looking for big increases in artificial intelligence capital-expenditure spending projections. The question is: Will the market ...