Key takeaways Global equities climbed to fresh record highs as the AI infrastructure supercycle continued to dominate market sentiment, with …
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Nvidia’s Jensen Huang says tech’s $700 billion AI capex is just the start of something far bigger
Nvidia CEO Jensen Huang’s comments on his company’s Q4 earnings call on Wednesday may one day be remembered as the …
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Meta Platforms (META) Q4 Earnings: The AGI Capital Pivot as Forward Guidance on CapEx Holds the Key
From Opex Discipline to CapEx Aggression The “Year of Efficiency” in 2023/2024 was characterized by headcount reductions and the flattening …
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Most Read: Microsoft (MSFT) Q3 2025 Earnings Preview: Azure Momentum and the High-Stakes CapEx Narrative Alphabet (GOOG) is scheduled to …
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Microsoft’s stock price after the earnings report will be strongly affected by its strategy and a few remaining uncertainties. Key …