Pension spend jumps 60% in Telangana in first quarter
Hyderabad: Telangana’s pension expenditure jumped nearly 60% and subsidy spending rose over 17% in the first quarter of…
Tech giants are not going to slash their AI spending plans, bullish tech analyst says
Don’t expect Big Tech CEOs to pull back on aggressive capital expenditure plans to appease weary shareholders. Today’s…
The AI Spending Boom Is Creating a Depreciation Time Bomb
The eye-watering capital expenditure plans of Big Tech has been one of the year’s biggest stories. Google, Meta,…
CoreWeave signals higher capex as component costs rise, shares fall
By Juby Babu May 7 (Reuters) – CoreWeave Inc raised the lower end of its annual capital expenditure…
Microsoft’s stock is cheaper than IBM’s for the first time in a decade. What that says about the AI trade.
Published: Feb. 9, 2026 at 5:20 p.m. ET As the market digests Big Tech’s ambitious artificial-intelligence spending plans for…
I built the first iPhone with Steve Jobs. The AI industry is at risk of repeating an early smartphone mistake
We’re in the midst of a meteoric rise of data centers promising power, server space, and economic opportunity…
I Think These Are the 2 Best AI Stocks to Buy in November
The AI hyperbuild is now an accounting line item, with major tech companies raising 2025 capital expenditure plans…