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 ...

Caroline Woods: So we're talking AI and I want to kick things off with a question that we have been hearing more and more and ...

If AI investment starts to slow, that could be "catastrophic" for stock prices and spark a US recession, BCA Research said.

Nebius Group N.V. NBIS reaffirmed the $2 billion capital expenditure plan for 2025 on its latestearnings callas it doubles down on capacity expansion to gain market share in the fast-growing AI ...

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 ...

NEW DELHI, Feb 1 (Reuters) - The Indian government will spend a record 11.11 trillion rupees (about $134 billion) on infrastructure creation in 2024/25, to ensure the Asian nation remains one of the ...