All articles tagged with #ai spending
Originally Published 9 days ago — by TipRanks
The article argues that the S&P 500 ETF (SPY) is poised for another year of double-digit gains in 2026, driven by ongoing AI investment, strong earnings growth, favorable tax policies, and a potentially more accommodative monetary policy environment, despite some skepticism due to market volatility and geopolitical risks.
Originally Published 13 days ago — by Business Insider
Bank of America recommends six large-cap chip stocks, including Nvidia, Broadcom, and Lam Research, as top investments for 2026, driven by an expected AI capex surge reaching $1.2 trillion by 2030, despite market volatility.
Originally Published 16 days ago — by Yahoo Finance
Analysts predict a significant decline in the stock prices of Palantir Technologies and CoreWeave by 2026, citing concerns over overvaluation and slowing revenue growth despite recent strong performance driven by AI investments, with Palantir potentially dropping 74% and CoreWeave 54%.
Originally Published 25 days ago — by CNBC
Concerns over AI spending are negatively affecting industrial stocks, while President Trump has criticized defense stocks, contributing to market volatility and investor unease.
Originally Published 2 months ago — by Financial Times
Investors are concerned about the high AI-related spending by Big Tech companies, which is causing uncertainty and impacting the bond market.
Originally Published 2 months ago — by Hacker News
The article discusses how AI is not directly replacing jobs but rather increasing AI-related spending, leading to cost-cutting measures like layoffs and offshoring, which impact employment more than AI itself. It highlights the complexities of software development, offshoring challenges, and the evolving landscape of tech employment, emphasizing that organizational and economic factors play significant roles in job security and industry dynamics.
Originally Published 2 months ago — by Barron's
The article discusses the massive and complex AI investment spree by major tech companies like OpenAI, Amazon, Microsoft, and Google, highlighting the potential risks of opaque financial arrangements and the possibility of a bubble, despite positive revenue signs from AI firms. It also covers recent deals, company performances, and political influences in the market.
Originally Published 2 months ago — by MarketWatch
Nvidia is poised to benefit significantly from increased AI-related spending by major tech companies like Amazon, Meta, and Microsoft, making it the biggest winner of the upcoming earnings season despite not having reported yet. The surge in AI budgets is boosting demand for data-center hardware, positioning Nvidia favorably in the market, while other tech giants are also ramping up their investments, though concerns about AI monetization and market bubbles remain.
Originally Published 2 months ago — by Bloomberg.com
Big Tech companies reported strong earnings growth, outpacing estimates, and continued heavy investment in AI infrastructure, though investor sentiment is becoming more cautious about immediate returns, with notable impacts on stock prices of Meta and Microsoft. The industry’s focus remains on revenue growth and return on investment, with Nvidia poised to be a key industry bellwether.
Originally Published 2 months ago — by Investor's Business Daily
Major tech giants like Meta, Microsoft, Google, Amazon, and Apple are increasing their investments in AI infrastructure, signaling confidence in the AI megatrend despite concerns of a bubble. This surge in AI-related capital expenditure is fueling growth in data centers, hardware, and cloud services, with significant economic and stock market implications. While some worry about overinvestment, industry leaders remain optimistic about the long-term potential of AI to drive innovation and economic growth.
Originally Published 2 months ago — by Fortune
Despite a recent market decline, futures suggest optimism as traders believe the sell-off was overdone, while concerns grow over AI investment strategies funded by debt and the likelihood of no further Fed rate cuts in 2023, with investors wary of bond yield rises and trade tensions.
Originally Published 2 months ago — by Reuters
Amazon's cloud unit AWS reported a 20% revenue increase in Q3, surpassing expectations, which helped the company forecast higher Q4 sales and boosted its stock by 14%. The company's strong cloud performance, driven by AI demand, offset softer e-commerce growth, leading to a significant market value increase. Amazon projects continued growth in AI and infrastructure, with increased capital expenditures planned for next year.
Originally Published 2 months ago — by Yahoo Finance
Meta's aggressive AI investment of around $70 billion has caused its stock to drop over 11%, as investors worry about the lack of clear returns on the company's massive expenditures amid a broader industry trend of escalating AI investments by major tech firms like Microsoft and Alphabet.
Originally Published 2 months ago — by Axios
The AI boom continues to grow with major tech companies like Meta, Google, and Microsoft increasing their investments, fueling economic growth and industrial demand, though its impact on employment remains uncertain. The spending is driven by long-term productivity goals rather than immediate job creation, and the overall AI investment trend shows no signs of slowing down.
Originally Published 2 months ago — by WIRED
Microsoft, Meta, and Google reported record profits and increased investment in AI infrastructure, signaling ongoing and possibly escalating AI market expansion, which has raised concerns about a potential bubble.