Tech industry
fromwww.businessinsider.com
1 hour agoWhy Big Tech's $700 billion AI splurge is misleading
Big Tech's AI spending surge is primarily driven by rising component costs, particularly memory chips, rather than increased capacity.
#capital-expenditures
#capital-expenditures
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#amazon
Business
from24/7 Wall St.
6 hours agoAnalysts See $20 of Upside for Amazon Stock Even at All-Time Highs
Amazon's stock shows potential upside as revenue and profitability improve despite high capital expenditures.
Business
from24/7 Wall St.
4 weeks agoAmazon Is Wells Fargo's Top Internet Pick for 2026
Wells Fargo raised Amazon's price target to $305, citing AWS revenue growth and improved free cash flow as key factors.
#microsoft
Business
from24/7 Wall St.
2 weeks agoShould You Buy, Sell or Hold Microsoft (MSFT) Stock at $386?
Microsoft's stock is a Hold at $386, facing challenges despite strong AI growth and earnings beats.
Tech industry
from24/7 Wall St.
1 month agoMicrosoft Is Down 24% This Year While Spending $30B a Quarter on AI
Microsoft's stock is down 24% year-to-date amid concerns over AI infrastructure spending and a hiring freeze in its cloud unit.
Business
from24/7 Wall St.
1 month agoMicrosoft May Have Its Worst Showing in 20 Years. Is It Too Cheap to Ignore?
Microsoft's stock has dropped 25% in Q1 2026, raising concerns about its capital expenditures and growth prospects in AI.
#alphabet
Tech industry
fromThe Motley Fool
19 hours agoStock Market Today, April 30: Alphabet Surges After Reporting Accelerating Google Cloud Growth | The Motley Fool
Alphabet's Q1 2026 results exceeded expectations, with significant growth in Cloud revenue and increased capital expenditures to meet AI demand.
Tech industry
fromThe Motley Fool
19 hours agoStock Market Today, April 30: Alphabet Surges After Reporting Accelerating Google Cloud Growth | The Motley Fool
Alphabet's Q1 2026 results exceeded expectations, with significant growth in Cloud revenue and increased capital expenditures to meet AI demand.
#ai-investment
Artificial intelligence
fromFortune
23 hours agoHalf of Google's and Amazon's 'blowout AI profits' came from a stake in Anthropic-not from their actual business | Fortune
U.S. tech companies are investing heavily in AI, with $130.65 billion in capital expenditures in Q1 2026, significantly impacting profits.
#tesla
Toronto startup
fromTechCrunch
5 days agoTechCrunch Mobility: Elon's admission | TechCrunch
Tesla owners will need hardware upgrades for future Full Self-Driving software, requiring microfactories to service millions of vehicles.
Toronto startup
from24/7 Wall St.
1 week agoTesla Slides 4%: Investors Digest Capex Ramp, Tempered Self-Driving Outlook
Tesla's stock fell 4% despite beating earnings and revenue due to rising capital expenditures and concerns over autonomous driving progress.
from24/7 Wall St.
2 months agoAir Products Delivers $1.79: What This Dividend Giant's Payout Says About Its Future
The $1.79 quarterly payment represents the final installment before the company's recently announced increase. On January 27, 2026, management declared the next quarterly dividend at $1.81 per share, a 1.1% increase that continues the growth trajectory but at a noticeably slower pace than the company's historical standard. At the current stock price of $295.40, that translates to a forward yield of approximately 2.5%.
Business
from24/7 Wall St.
3 months agoIs This Dividend Stalwart Signaling a Tough Economy in 2026?
Fastenal's Q4 revenue rose 11% year-over-year, driven by contributions from its various product lines, and generating net income of $294 million, in-line with Wall Street estimates for earnings of $0.26 per share. The company's focus on operational investments - with plans to raise capital expenditures to $310 million to $330 million in 2026, up from $230.6 million in 2025 - to fund a new Atlanta distribution hub, expanded trucking capacity, and IT enhancements, all point to expected growth.
Business
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