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

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

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 ...

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 ...

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 ...

Microsoft remains a cornerstone for long-term, defensive growth portfolios, with a focus on wealth creation for retirees.

President Donald Trump's signature tax cuts and spending package is driving what the administration is calling a "capex comeback" as businesses utilize provisions in the new law to invest in areas ...

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

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 ...

Goldman Sachs analysts reaffirm a bullish view on US power sector Green Capex, estimating $2.0 trillion in 2023-32, despite recent IRS clarifications on tax credit eligibility. Investment ...