Stories tagged #Capex

AI Infrastructure Stocks Surge 187% as Capex Cycle Accelerates

zippfeed.com

🔥BULLISH

2h ago

AI Infrastructure Stocks Surge 187% as Capex Cycle Accelerates

The rally signals investors are still betting on the picks-and-shovels layer powering the AI buildout, not just the model makers at the top of the stack.

CoinTelegraph

US Tech Giants Commit Record $850B to Data Center Leases for AI

zippfeed.com

🔥BULLISH

7d ago

US Tech Giants Commit Record $850B to Data Center Leases for AI

The fourfold jump in lease commitments, not the gross figure, is the real signal: hyperscaler AI infrastructure spending is now locked in for a decade, not a quarter.

CoinTelegraph

Oracle drops 7% after-hours despite earnings beat on $20B…

zippfeed.com

🩸BEARISH

31d ago

Oracle drops 7% after-hours despite earnings beat on $20B…

Oracle shares fell 7% in after-hours trading despite the company beating both earnings and revenue estimates, as…

CoinTelegraph

Goldman Sachs: AI capex hits $905B by 2027!

zippfeed.com

🔥BULLISH

42d ago

Goldman Sachs: AI capex hits $905B by 2027!

Goldman Sachs is forecasting AI-related capital expenditure to reach $905 billion by 2027, a projection that…

CoinTelegraph