Capital Expenditures

On August 13, Oracle Corporation (NYSE:ORCL) and Amazon.com, Inc. (NASDAQ:AMZN)’s Web Services announced a major expansion of their…

Warren Buffett may have stepped down as Berkshire Hathaway’s CEO, but he says the Alphabet investment was his…

The interest in all things artificial intelligence (AI) in the stock market went back into overdrive in August.…

One thing that stood out in Space Exploration Technologies’ (NASDAQ: SPCX) first quarterly earnings report as a publicly…

Hyperscaler stocks rose on Monday as positive earnings results from Microsoft (MSFT) and Amazon (AMZN) last week buoyed…

An overly concentrated market may be a bad thing for the S&P 500 (^GSPC) if earnings this week…

I’ve long held one core belief when it comes to markets: Price is truth. By that I mean…

The AI trade this year has been centered around infrastructure plays, including chips, networking equipment, and data center…

The semiconductor industry is notorious for going through boom-and-bust cycles, but Nvidia CEO Jensen Huang doesn’t think a…

Nvidia (NASDAQ: NVDA) enjoys one particular attribute that is a hallmark of many successful companies: It’s still being…

Quick Read HBM will consume 30% of total DRAM wafer capacity by 2027, leaving supply able to meet…

The “Magnificent Seven” plan to spend more than $700 billion on artificial intelligence capital expenditures this year, a…

Warren Buffett’s Empire Just Made a Massive AI Bet Nobody Saw Coming