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…
Tag: capex
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…
History shows colossal capex from AI giants like Amazon and Meta could lead to underperformance in their stock
A chart is displayed behind a trader on the floor of the New York Stock Exchange (NYSE) shortly after the…
Arista Networks (ANET) Gets $145 Price Target as Meta and Microsoft Boost Capex
Arista Networks Inc (NYSE:ANET) is one of the High Flying AI Stocks This Week. On August 6, KeyBanc analyst Brandon Nispel…
BOJ warns US tariffs could hit firms’ profits, delay capex plans
By Leika Kihara TOKYO (Reuters) -Profits of Japanese firms are likely to fall this year because of U.S. tariffs, leading…