The AI capex boom is at an inflection point that marks not only a technological revolution but also a fundamental ...

Meta underperformed the S&P due to investor concerns over rising CapEx for AI investments, echoing past Metaverse worries.

Caroline Woods: So we're talking AI and I want to kick things off with a question that we have been hearing more and more and ...

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 ...

If AI investment starts to slow, that could be "catastrophic" for stock prices and spark a US recession, BCA Research said.

REDWOOD CITY, Calif., Aug. 6, 2025 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, networks, and ...

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 ...

REDWOOD CITY, Calif., Sept. 16, 2025 /PRNewswire/ -- According to a recently published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, ...