Alphabet has outlined a multi year ramp up in capital spending for AI infrastructure, pointing to historically high ...
Industrials and utilities lead the 2026 market as software faces pressure and AI capex-geddon risks drive sector rotation.
Tech's megacaps announced major increases in capex spend for 2026, and now investors are preparing for cash to dwindle.
Big Tech firms like Amazon, Alphabet, and Microsoft are sharply increasing AI-related CapEx, triggering a market selloff.
Alphabet (NASDAQ:GOOGL) announced $175 to $185 billion in capital expenditures for 2026, nearly doubling previous spending.
The Google parent's capex plans represent just one portion of a massive investment in AI infrastructure this year.
The big cloud companies are expected to collectively shell out more than US$500 billion on AI in 2026. Read more at ...
Amazon (Nasdaq: AMZN) announced earnings last night and Wall Street’s focused on one single number: $200 billion in capital ...
Big Tech’s $630 billion AI spending spree now rivals Sweden’s economy, unsettling investors: ‘We’ve never invested this much ...
Nvidia CEO Jensen Huang says AI infrastructure spending is sustainable and will span 7–8 years as capex hits $650B in 2026.
Amazon shares dropped 8 per cent in premarket trading on Friday after the company's hefty capital expenditure plans deepened ...
Tech giants Alphabet, Microsoft, Meta, and Amazon are collectively investing nearly $700 billion in AI infrastructure for 2026, a 60% surge from the previous year. This massive spending on chips and ...