Amazon shares tumbled after its 4Q FY2025 earnings, driven by concerns over overspending tied to its $200B capex outlook. Find out why AMZN stock is a buy.
"Magnificent Seven" companies plan to grow capex by approximately 70% in 2026.
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This analyst has finally had enough of AI CapEx at Microsoft. Should you be done with MSFT stock too?
Shares in Microsoft (MSFT) fell after a downgrade by Stifel, who reduced its rating to a "Hold" and reduced its price target to $392 from a previous target of $540. This comes at a time when there is ...
As John Templeton once said, believing that “this time is different” can be one of the costliest ideas in investing. So why should we think the AI boom is any different? Futuriom’s research service, ...
Alphabet's FY2026 CapEx and Cloud backlog signal a strategic shift from ad conglomerate to transactional AI utility. Read why GOOG stock is a Strong Buy.
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