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Capital Expenditures

All articles tagged with #capital expenditures

Big Tech bets record AI-driven capex for 2026 across Amazon, Alphabet, Meta and Microsoft
business19 days ago

Big Tech bets record AI-driven capex for 2026 across Amazon, Alphabet, Meta and Microsoft

Big Tech unveils a record AI-driven capex surge for 2026, with Amazon planning about $200B, Alphabet $175–185B, Meta $115–135B, and Microsoft around $97–98B; investors reacted with stock declines for Amazon, Alphabet, and Meta, while Microsoft posted a modest gain, as analysts warn the ROI on massive infrastructure spending will be key and AI initiatives like Google's Gemini backlogs support the spending rationale.

via Business Insider|
#ai#amazon#business
Azure momentum and big-capex push set stage for Microsoft’s Q2 results
business28 days ago

Azure momentum and big-capex push set stage for Microsoft’s Q2 results

Ahead of and after Microsoft’s Q2 release, Azure AI demand remains a focal point with analysts expecting roughly 38% revenue growth. The company beat on revenue ($81.3B) and EPS ($4.14) while capital expenditures jumped about 66% to $37.5B, reflecting aggressive data-center and AI-infrastructure spending. Microsoft has expanded AI partnerships (Anthropic) and rolled out the Maia 200 AI chip, signaling continued AI-driven investment amid debate on AI demand and capacity.

via Sherwood News|
#ai#azure#business
"Diamondback and Chesapeake Outperform Expectations in Q4 Earnings"
energy-finance2 years ago

"Diamondback and Chesapeake Outperform Expectations in Q4 Earnings"

Diamondback Energy and Chesapeake Energy both reported quarterly results that exceeded expectations, with Diamondback's adjusted earnings per share of $4.74 beating estimates and Chesapeake's capital expenditures for 2024 coming in below expectations. Diamondback highlighted its merger with Endeavor and its position as the third largest producer in the Permian Basin, while Chesapeake announced a merger with Southwestern.

via Yahoo Finance|
#capital-expenditures#chesapeake-energy#diamondback-energy
"Big Tech Earnings Fuel Investor Appetite and Market Rally"
technology-investing2 years ago

"Big Tech Earnings Fuel Investor Appetite and Market Rally"

Tech investors, driven by high expectations and a desire for relentless growth, are pressuring Big Tech companies for outstanding results, with Alphabet and Microsoft feeling the squeeze this week. Shareholders are demanding perfection, with only smashing success fully satisfying them. While Meta and Amazon delivered strong outlooks and pleased investors, Alphabet and Microsoft faced scrutiny for perceived weak points in ad revenue and cloud growth. The unforgiving judgment of investors highlights the mismatch between inflated desire and what booming enterprises can deliver, as heavy up-front investments in AI and capital expenditures are also causing financial concerns.

via Yahoo Finance|
#ai#big-tech#capital-expenditures
Tyson Foods Faces Revenue Challenges, Shares Fall
business2 years ago

Tyson Foods Faces Revenue Challenges, Shares Fall

Tyson Foods' stock fell 6% after reporting a decline in revenue for Q4 and providing guidance for flat revenue in FY24. The company's revenue fell 2.8% YoY, missing expectations, with volume and pricing down in most segments. Operating margin was significantly lower compared to the previous year. Tyson Foods expects adjusted operating income for FY24 to be in the range of $1.0B to $1.5B, with capital expenditures between $1.0B and $1.5B. The company also anticipates a decrease in domestic beef production in FY24.

via Seeking Alpha|
#business#capital-expenditures#earnings-report
"Meta's Capex Outlook Disappoints, Nvidia and Arista Stocks Plummet"
business2 years ago

"Meta's Capex Outlook Disappoints, Nvidia and Arista Stocks Plummet"

Shares of Arista Networks and Nvidia dropped in after-hours trading after Meta Platforms provided a lower-than-expected outlook for its 2024 capital expenditures. Meta expects to spend $30 billion to $35 billion next year, below the $33.8 billion consensus. Arista's stock fell over 6% as Meta accounted for 26% of its revenue last year. Nvidia's stock declined over 1% as investors considered Meta's AI Research SuperCluster build-out plans.

via MarketWatch|
#arista-networks#business#capital-expenditures
Verizon's High-Yield Madness: Should You Buy or Beware?
finance2 years ago

Verizon's High-Yield Madness: Should You Buy or Beware?

Verizon Communications Inc. (NYSE:VZ) is a popular high-yield stock, but investors should be cautious. While the company has raised its dividend for 17 consecutive years, this streak comes at a cost. Verizon is backed into a corner and cannot cut or fail to raise the dividend without the stock crashing. This limits the company's ability to invest in growth and innovation. Additionally, Verizon's sales growth is stagnant, its balance sheet is burdened with increasing debt, and it operates in a capital-intensive industry. Investors may be better off considering dividend growth stocks like Texas Instruments (TXN) that have a track record of increasing dividends and strong cash management.

via Seeking Alpha|
#capital-expenditures#debt#dividend-stocks
Meta Plans $7-8.5 Billion Bond Offering for Second Time
business2 years ago

Meta Plans $7-8.5 Billion Bond Offering for Second Time

Meta Platforms is set to raise $8.5 billion in a five-part bond offering, with the longest 40-year security yielding 192 basis points over Treasuries. The funds will be used to finance capital expenditures, repurchase outstanding shares of its common stock, and for acquisitions or investments. This is the company's second bond offering after raising $10 billion last year.

via Reuters|
#acquisitions#bond-offering#business