tldrdaily.news logo
Tag

Ai Spending

All articles tagged with #ai spending

Microsoft stock teeters at a critical long‑term crossroads as AI concerns weigh shares
business1 day ago

Microsoft stock teeters at a critical long‑term crossroads as AI concerns weigh shares

Microsoft’s stock has fallen about 28% from its October high and sits roughly 3% above its 200-week moving average, a long-run support that has historically preceded rebounds. While near-term patterns of rebounding after touching this level have occurred in the past, investors remain cautious due to AI spending and slower Azure cloud growth versus peers, weighing whether keeping compute in-house could boost longer-term value.

via MarketWatch|
#200-week-moving-average#ai-spending#azure
Nvidia Poised for More Gains as AI Spending Fuels 2026 Growth
business8 days ago

Nvidia Poised for More Gains as AI Spending Fuels 2026 Growth

With hyperscalers like Amazon, Alphabet, and Meta driving a surge in AI infrastructure spend, Nvidia is set for continued growth in 2026. Despite AI-bubble concerns, the piece argues that ongoing AI improvements will sustain demand for Nvidia GPUs, and data-center capex is projected to rise from about $600B in 2025 toward $3–4T by 2030, suggesting the stock could be higher a year from now.

via The Motley Fool|
#ai-spending#business#gpus
AI Spending Surge Tests Cash Flow and Debt Capacity at Google, Amazon, Meta
market-news15 days ago

AI Spending Surge Tests Cash Flow and Debt Capacity at Google, Amazon, Meta

Big Tech is pouring more than $660 billion into AI this year, mainly for chips and data centers, but the funding gap between AI costs and cash flow is widening. JPMorgan analysts expect significant high-grade bond issuance to cover the bill; Amazon, Meta, and Alphabet face varying degrees of cash-flow pressure, with BNP Paribas warning free cash flow for Alphabet, Amazon, Meta, and Oracle could turn negative. The trend suggests more debt or equity raises and potentially slower stock buybacks, even as AI remains a long-term growth bet. Only Microsoft is viewed as steadier by some analysts.

via TipRanks|
#ai-spending#big-tech#buybacks
business19 days ago

AI Capex Bets Trigger a $1 Trillion Wipe Across Big Tech

Big Tech trimmed about $1.35 trillion from market value in a week as fears about AI-related capital expenditure persist, with Amazon down sharply while Alphabet slipped and Apple rose on strong iPhone demand. Investors weigh whether giant AI investments by hyperscalers will pay off, signaling ongoing volatility around Nvidia, Microsoft, Oracle, Meta, Alphabet and other tech giants.

via CNBC|
#ai-spending#big-tech#business
Microsoft's AI Spending Sparks a Market-Open Selloff
business26 days ago

Microsoft's AI Spending Sparks a Market-Open Selloff

Microsoft beat revenue and EPS expectations for the latest quarter, but a 66% rise in capital expenditures focused on AI infrastructure and data centers spooked investors, helping trigger roughly a 12% drop in MSFT stock after Jan. 29 trading. Azure grew 39% YoY, but concerns about margins and capacity constraints suggest investors are waiting to see when the AI investments pay off.

via The Motley Fool|
#ai-spending#azure#business
AI Spending Surges Toward $2.53 Trillion as Hyperscalers and Chipmakers Ramp Up
technology1 month ago

AI Spending Surges Toward $2.53 Trillion as Hyperscalers and Chipmakers Ramp Up

Gartner forecasts global AI spending will reach $2.53 trillion in 2026 and grow to $3.33 trillion by 2027, driven largely by AI infrastructure investments from hyperscalers like Alphabet (GOOGL), Meta (META), and Amazon (AMZN). Chipmakers Nvidia (NVDA) and AMD (AMD) are also slated to spend heavily to support AI workloads and data centers, with Nvidia projecting $500 billion in AI chip sales this year and AMD suggesting the AI data-center market could be worth $1 trillion by 2030. Nvidia’s stock remains a Strong Buy among analysts, with a target around $262.75 and roughly 40% upside.

via TipRanks|
#ai#ai-spending#googl
JPMorgan's 9% expense surge could reshape Wall Street sentiment
business1 month ago

JPMorgan's 9% expense surge could reshape Wall Street sentiment

JPMorgan signaled a 9% 2026 expense increase to about $105 billion, driven by inflation, healthcare costs, and AI investments; analysts warn that if other banks mimic this spend, it could dampen market sentiment and alter valuation math for the sector, even as investors remain bullish on financials amid expected deregulation and dealmaking. All eyes are on Bank of America’s upcoming earnings call for any guidance updates.

via Axios|
#ai-spending#bank-earnings#business
business3 months ago

AI Spending Drives Job Cuts and Corporate Profits Amid Workforce Changes

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.

via Hacker News|
#ai-spending#business#job-displacement