Meta Platforms, Inc.’s massive AI CapEx is not a visionary growth strategy but a defensive response to structural disruption in advertising driven by generative and agentic AI. The entry of OpenAI ...

Big Tech's Q3 2025 earnings confirm the AI boom is accelerating, with Microsoft, Amazon, Alphabet, Meta, and Apple investing nearly $100B in CapEx this quarter. Cloud revenue re-accelerated across all ...

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Microsoft Corp (MSFT) reported strong operating cash flow (+60% YoY) for its fiscal Q2 ending Dec. 31, 2025. However, free cash flow fell 9.3% YoY and was down 77% QoQ. This was mainly due to a ...

As hyperscalers begin to report earnings this week, the market will be looking for big increases in artificial intelligence capital-expenditure spending projections. The question is: Will the market ...

Invesco PHLX Semiconductor ETF (SOXQ) surged 64% over the past year and gained 15% year-to-date in 2026. NVIDIA represents 10.75% of SOXQ. AMD and Broadcom together add another 14.82% in AI chip ...

Oracle’s ORCL increasing cloud capital spending is positioning the company for its next growth phase by expanding capacity to meet rising AI and enterprise cloud demand. Management raised its fiscal ...