Google's AI investments and strong earnings signal long-term growth. See why GOOG stock is rated a buy despite short-term ...
AI 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.
Big Tech Q3 2025 earnings reveal surging AI and cloud growth. Discover how CapEx and energy constraints shape future returns.
The major theme over the past month in Big Tech and AI semiconductors has been the durability of demand: essentially, what is Big Tech’s return on more than $150 billion in capex over the last twelve ...
Nebius Group N.V. NBIS is doubling down on AI infrastructure with an ambitious $2 billion capital expenditure plan for 2025, up from its earlier guidance of $1.5 billion. NBIS stated that the increase ...
The company forecasts Q3 revenue between $12.6 billion and $13.6 billion, with a midpoint gross margin of approximately 36% and breakeven non-GAAP EPS, citing a cautious approach due to recent ...
SUGAR LAND, Texas--(BUSINESS WIRE)--Researched by Industrial Info Resources -- Chevron Corporation (NYSE:CVX) (San Ramon, California) has announced an organic capital expenditure (capex) budget of $16 ...
Chevron Corp. disclosed an expected 2024 organic capital expenditure for consolidated subsidiaries (capex), of $15.5-16.5 billion. Additionally, the company has an affiliate capital expenditure ...
President Donald Trump's signature tax cuts and spending package is driving what the administration is calling a "capex comeback" as businesses utilize provisions in the new law to invest in areas ...