All articles tagged with #capital expenditure
Originally Published 9 days ago — by Yahoo Finance
Micron Technology's stock has surged over 238% in 2026 due to improved memory chip prices and sustained demand, with the company increasing its capital expenditure forecast to $20 billion, indicating confidence in the ongoing demand cycle for memory products across various sectors.
Originally Published 17 days ago — by Zacks Investment Research
Oracle's stock faces a complex outlook as it benefits from a 68% surge in cloud revenue and a 177% increase in GPU sales driven by AI demand, while also planning a significant $50 billion capex for 2026 and experiencing a $10 billion negative free cash flow. The company's large AI contracts and collaborations position it for growth, but high capital requirements and competition from Microsoft and Amazon pose challenges. Oracle's stock currently trades at a premium and is rated a hold by Zacks.
Originally Published 25 days ago — by Reuters
Micron forecasts nearly double the expected profit for Q2 driven by booming AI demand and tight memory chip supplies, leading to a 7% share increase; the company plans to raise 2026 capital expenditure to $20 billion and expects the memory market to remain tight beyond 2026, with AI being the primary growth driver.
Originally Published 2 months ago — by The Motley Fool
The article highlights the ongoing and increasing investments in AI infrastructure by major tech companies like Meta, Alphabet, and Microsoft, which bodes well for Nvidia's growth as it benefits from the surge in demand for its data center GPUs, with expectations of strong sales and revenue growth in 2026 and beyond.
Originally Published 2 months ago — by Barchart.com
Meta Platforms' stock dropped 11% after its Q3 earnings report despite beating financial expectations, due to concerns over increased AI-related spending and higher capital expenditure guidance for 2025. The company reported strong revenue growth and robust user engagement, with significant investments in AI and virtual reality, though its Reality Labs division continues to incur substantial losses. Analysts remain optimistic about META's long-term growth, with many recommending a strong buy at its current valuation.
Originally Published 2 months ago — by Financial Times
The article discusses the varying quality and impact of capital expenditure (capex) investments in the AI boom, emphasizing that not all investments are equally beneficial or effective.
Originally Published 2 months ago — by Reuters
Major US tech companies, including Alphabet, Microsoft, and Meta, plan to increase AI-related capital spending, with Alphabet's strong cash flow allowing it to fund investments more comfortably, leading to positive investor reactions despite overall cautiousness about AI investment returns.
Originally Published 3 months ago — by Business Insider
The article discusses the massive increase in AI infrastructure spending by tech giants like Meta, OpenAI, and Amazon, driven by the need for more data centers and computing power. While this investment could revolutionize industries and boost economic growth if successful, there are concerns about overinvestment, a potential bubble, and the uncertain business case for AI, with historical parallels to past overexpansion in industries like railroads and fiber optics.
Originally Published 3 months ago — by derekthompson.org
The article argues that the AI industry is experiencing a speculative bubble driven by unprecedented investment levels that surpass the economic benefits, with signs of financial manipulation and overvaluation, similar to past economic bubbles, which could lead to a market correction.
Originally Published 5 months ago — by theguardian.com
Big tech companies like Microsoft, Google, Meta, and Amazon are investing heavily in AI, with planned expenditures exceeding $400 billion in the upcoming year, reflecting a fierce competition to dominate the AI landscape and surpass previous spending records.
Originally Published 5 months ago — by Bloomberg
The world's largest technology companies are collectively planning to spend over $344 billion this year on AI-related infrastructure, primarily data centers, to stay competitive in the AI race. Major players like Microsoft, Amazon, Google, and Meta are significantly increasing their investments, with some, like Meta, seeing positive market responses, while others, like Amazon, face investor skepticism due to mixed results. These investments are driven by the need to develop advanced AI models and maintain market leadership, with companies emphasizing the importance of rapid capacity expansion and innovation.
Originally Published 5 months ago — by Business Insider
Meta is set to report its Q2 earnings with expectations of $44.83 billion revenue and a focus on AI investments, including a new AI division and significant capital expenditures, amid a 20% stock increase in 2025. Analysts are optimistic about Meta's growth prospects driven by AI, despite some risks related to innovation and competition.
Originally Published 5 months ago — by TheStreet
Despite concerns earlier in the year, Alphabet is increasing its AI infrastructure spending, driven by strong earnings and surging demand for AI services, with capital expenditures expected to surpass $85 billion in 2023, reflecting a broader industry trend among hyperscalers to invest heavily in AI infrastructure.
Originally Published 6 months ago — by Dallas News
Texas Instruments plans to invest over $60 billion in U.S. semiconductor plants, including new factories in Sherman, as part of its strategy to boost domestic manufacturing and competitiveness against Chinese rivals, supported by government grants and incentives under the Chips and Science Act.
Originally Published 1 year ago — by Business Insider
Intel is shifting its production strategy to focus on efficiency and a zero-waste model, moving away from its previous 'no wafer left behind' approach. This change comes as the company faces increased competition from Nvidia, Samsung, and others, and after CEO Pat Gelsinger's sudden departure. Intel's interim leadership emphasizes scrutinizing capital spending to improve financial performance, as the company deals with significant losses and market challenges. Intel is also set to receive a $7.9 billion CHIPS Act grant to support its semiconductor production efforts.