Deutsche Bank says AI spending may be propping up the whole economy, but there are big questions about what comes next

AI capex is mainly going toward data centers and key infrastructure, but there are questions arising about what will happen ...

How To Play The Coming AI Capex Bust

AI capex spending, driven by Amazon, Microsoft, Alphabet, and Meta, is fueling massive gains in data center and semiconductor ...
Business Insider

Big Tech's data center spending spree shows no signs of slowing

Amazon, Apple, Google, Meta, and Microsoft announced quarterly earnings results this week. The companies all raised capex guidance for the year as the AI race intensifies. Even Apple, considered ...
Mint

‘Muted private capex’ a cause of concern for India's growth; Q1 FY26 GDP likely to grow at 6.8-7.0% — SBI Research

SBI Research predicted that the gross domestic product growth for the first quarter (April-June) of the financial year 2025-26 will be between 6.8% and 7.0%.(Bloomberg) India's muted private ...

Palantir Has ‘Main Character Energy,’ Analysts Say. That Doesn’t Mean Stock Is a Buy.

The analyst argued that existing tools from hyperscalers and other analytical data providers fail to shape up. By combining several software products in one and embedding engineers within an ...
Morningstar

Data Center Capex to Grow at 21 Percent CAGR Through 2029, According to Dell'Oro Group

REDWOOD CITY, Calif., Aug. 6, 2025 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, networks, and ...
OilPrice.com

Is the Market Sleepwalking Into a Global Oil Shortage?

The International Energy Agency warns that without $540 billion in annual upstream investment, global oil output will plunge ...