Capital Expenditures

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

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…

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…

The market is focused these days on the immense amount of capital flooding the artificial intelligence (AI) build-out.…

For months, the knock on Meta Platforms (NASDAQ: META) hasn’t been its business. It has been the bill.…

There’s never been an infrastructure boom like AI. Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), Microsoft (NASDAQ:…

Amazon, Meta, and Microsoft stocks surge as AI hyperscalers post strong earnings results