Can AI answer the $3 trillion question?
Three years ago, Sequoia partner David Cahn was one of the first people to do the math and…
LG Electronics New Zealand branch lifts profit as costs fall
LG Electronics’ New Zealand branch reported higher profit for the year ended 31 December 2025 despite a modest…
2 Big AI Spenders Poised to Actually Get the Payoff — Perhaps Sooner Rather Than Later
Quick Read Microsoft (MSFT) and Meta Platforms (META) trade at muted valuations despite being among the largest AI…
We’re Not at AGI yet, but AI Can Rap About Data Centers
I spent a recent Friday afternoon doing something incredibly important for humanity: making an AI-generated rap about data…
ByteDance raises 2026 capex by at least 25% amid AI boom, rising memory costs, sources say
TikTok owner ByteDance is ramping up its spending on artificial intelligence infrastructure, boosting its planned capital expenditure this…
Government bets big on capex push despite fiscal stress
The fiscal situation in India is moving towards a more difficult phase and the government no longer hides…
West Asia conflict may trigger USD 800 bn capex boost for India, but oil and fertiliser risks remain: Morgan Stanley
New Delhi [India], May 1 (ANI): The ongoing conflict in West Asia could emerge as both a challenge…
Amazon to Sink $12 Billion Into Data Centers as Wall Street (and Everyone Else) Turns Against AI Spending
Wall Street is starting to waver when it comes to the extraordinary amount of money being poured into…
Central govt capex likely to slow in rest of FY26 as spending front-loaded in first half: Morgan Stanley
New Delhi [India], January 13 (ANI): The central government’s capital expenditure (capex) is expected to slow in the…
AI Capex Amid 2025 Bull Market: What’s Next?
Index Definitions For index, indicator and survey definitions referenced in this report please visit the following: https://www.morganstanley.com/wealth-investmentsolutions/wmir-definitions Risk…