The AI gold rush is fueling a record tech bond boom: Chart of the Day
Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta (META), Microsoft (MSFT), and Oracle (ORCL) are expected to see capital expenditures…
The AI gold rush is fueling a record corporate bond boom: Chart of the Day
Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta (META), Microsoft (MSFT), and Oracle (ORCL) are expected to see capital expenditures…
Oracle Corporation (ORCL) vs. Amazon.com (AMZN): Which AI Infrastructure Giant Is Better Positioned for Long-Term Growth?
On August 13, Oracle Corporation (NYSE:ORCL) and Amazon.com, Inc. (NASDAQ:AMZN)’s Web Services announced a major expansion of their…
Elon Musk Says SpaceX Has a Massive Competitive Advantage in AI That Amazon, Google, and Microsoft Can’t Touch
One thing that stood out in Space Exploration Technologies’ (NASDAQ: SPCX) first quarterly earnings report as a publicly…
Amazon, Meta, and Microsoft stocks surge as AI hyperscalers post strong earnings results
Hyperscaler stocks rose on Monday as positive earnings results from Microsoft (MSFT) and Amazon (AMZN) last week buoyed…
Why are investors freaking out about Big Tech’s booming AI capex?
I’ve long held one core belief when it comes to markets: Price is truth. By that I mean…
‘The AI trade is still on’: Wall Street sees Big Tech’s spending as positive for semiconductor stocks
The AI trade this year has been centered around infrastructure plays, including chips, networking equipment, and data center…
Nvidia CEO Jensen Huang denies the chip boom will go bust soon and actually utters the infamous phrase ‘this time is different’
The semiconductor industry is notorious for going through boom-and-bust cycles, but Nvidia CEO Jensen Huang doesn’t think a…
Jensen Huang’s $4 Trillion Artificial Intelligence (AI) Projection Could Propel Nvidia’s Market Cap to $20 Trillion
Nvidia (NASDAQ: NVDA) enjoys one particular attribute that is a hallmark of many successful companies: It’s still being…
AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up
Quick Read HBM will consume 30% of total DRAM wafer capacity by 2027, leaving supply able to meet…
Is the “Magnificent Seven’s” Plan to Spend $700 Billion on AI Capex in 2026 Going to Lead to an Overbuild? Meta’s CEO Mark Zuckerberg May Have Just Revealed the Answer.
The “Magnificent Seven” plan to spend more than $700 billion on artificial intelligence capital expenditures this year, a…
Meta Platforms Will Spend $135 Billion on AI in 2026. There Might Only Be 1 Reason Why.
The market is focused these days on the immense amount of capital flooding the artificial intelligence (AI) build-out.…