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 Facebook and Instagram parent is ‘trying to punch above its weight’ as it races to compete with its fellow tech giants, ...

Google's AI investments and strong earnings signal long-term growth. See why GOOG stock is rated a buy despite short-term ...

A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a ...

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 ...

Wall Street is already looking past what’s expected to be Corporate America’s slowest gain in quarterly earnings in a year, instead focusing on a number that rarely captures the limelight: capital ...

Q3 2025 Management View Brian Cornell, Chairman and CEO, opened his final earnings call by reflecting on major changes since 2014, highlighting a “solid foundation of operating capabilities, including ...

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 ...