Wall Street is getting wary on AI capex spending and Morgan Stanley’s wealth unit is urging clients to beware, and sell small ...

The AI “bubble” looks to be approaching its endgame. The dramatic rise in AI capital expenditure by so-called hyperscalers of ...

The investment community is starting to question the profitability of Gen AI capex spending. The Gen AI related companies' executives have not addressed the issue of Gen AI capex ROR yet. Thus, I ...

AI capex is mainly going toward data centers and key infrastructure, but there are questions arising about what will happen ...

Kirk Yang from Kirkland Capital assesses the artificial intelligence market: is there a bubble, is there a slowdown, and is ...

The major theme over the past month in Big Tech and AI semiconductors has been the durability of demand: essentially, what is Big Tech’s return on more than $150 billion in capex over the last twelve ...

Unsustainable AI-driven capex by big tech may threaten profitability and distort valuations. Read the latest analysis on ...

Wall Street is already looking past what’s expected to be Corporate America’s slowest gain in quarterly earnings in a year, instead focusing on a number that rarely captures the limelight: capital ...

After a surge in 2023-24, capital expenditure by companies tapered again in 2024-25. Latest data from the central bank says ...

President Donald Trump's signature tax cuts and spending package is driving what the administration is calling a "capex comeback" as businesses utilize provisions in the new law to invest in areas ...