AI Capex Can't Drive Markets as Much Anymore: Goldman
Christian Mueller-Glissmann, Goldman Sachs’ asset allocation research head, says the market has traded artificial intelligence in a “relatively evidence-based” manner.…
Tag: capex
Analysts Bullish on Lam Research Corporation (LRCX) as Semiconductor Capex and Memory Investments Rise
We recently compiled a list of the 10 Best Investments During A Recession. The fourth stock on our list of…
Morgan Stanley Names Seagate (STX) Core 2026 Selection as Cloud Capex Spending Gains Momentum
Seagate Technology Holdings (NASDAQ:STX) is one of the best performing S&P 500 stocks in 2025. On December 17, Morgan Stanley…
HSBC's Sels on AI, Capex Cycle
Willem Sels from HSBC discusses artificial intelligence and the capex cycle. “Investment is going to the delta, so the growth…
Should You Buy Microsoft Stock Despite Its Ballooning CapEx?
Microsoft (MSFT) stock has lagged several of its big-tech peers over the past three months, which comes as a surprise…
Petrobras Cuts Capex Plan on Lower Oil Prices
Brazil’s energy major Petrobras has revised its spending plans for the next five years, prompted by the steady and persistent…
HSBC flags AI capex mismatch, others warn of ‘irrational exuberance’
HONG KONG, CHINA – 2025/03/01: In this photo illustration, Artificial intelligence (AI) apps of perplexity, DeepSeek and ChatGPT are seen…
Apple isn’t playing the same AI capex game as the rest of the megacaps
While many of the largest tech companies race to build massive data centers for their artificial intelligence ambitions, Apple is…
Google expects ‘significant increase’ in CapEx in 2026, execs say
Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday,…
Cracks are forming in the AI capex boom, warns Morgan Stanley. What to buy and sell.
Wall Street is getting wary on AI capex spending and Morgan Stanley’s wealth unit is urging clients to beware, and…