U.S. tech giants are expected to significantly increase their infrastructure investments, with total capital expenditure by ...

Ed Clissold, Chief U.S. Strategist at Ned Davis Research, says the AI rally may last but warns CapEx cycles often end badly. He favors gold and Bitcoin as hedges amid a weakening dollar.

The AI “bubble” looks to be approaching its endgame. The dramatic rise in AI capital expenditure by so-called hyperscalers of ...

AI capex is mainly going toward data centers and key infrastructure, but there are questions arising about what will happen ...

The investment community is starting to question the profitability of Gen AI capex spending. The Gen AI related companies' executives have not addressed the issue of Gen AI capex ROR yet. Thus, I ...

Unsustainable AI-driven capex by big tech may threaten profitability and distort valuations. Read the latest analysis on ...

The major theme over the past month in Big Tech and AI semiconductors has been the durability of demand: essentially, what is Big Tech’s return on more than $150 billion in capex over the last twelve ...

After a surge in 2023-24, capital expenditure by companies tapered again in 2024-25. Latest data from the central bank says ...

President Donald Trump's signature tax cuts and spending package is driving what the administration is calling a "capex comeback" as businesses utilize provisions in the new law to invest in areas ...