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.

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 ...

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 ...

Shares slump as Meta, Google, Amazon and Microsoft signal a collective 2026 capital expenditure package of around $650bn.

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 ...

Global technology and data stocks slid again on Friday, as a rout showed no signs of abating on worries over the impact of ...