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.

Meta Platforms delivers long-term compounding, AI monetization, strong Q3 growth and higher CAPEX with upside potential.

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

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 ...

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

With CAPEX complete and no major expenses ahead, Aarti Drugs is turning its focus toward execution and efficiency. The company expects a sharp improvement in profitability as stabilized prices reveal ...

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 ...