Big Tech is set to spend $320 billion on capex, mainly for AI infrastructure like data centers.

The long bull market since 2022 is a "one-note narrative" since the explosion of ChatGPT, according to Lisa Shalett, CIO of ...

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

We have written a few times recently about the common if somewhat shapeless worry that if the AI boom were to turn into a ...

Ed Clissold, Chief U.S. Strategist at Ned Davis Research, says the AI rally may last but warns CapEx cycles often end badly.

One analyst is getting slightly negative on NVIDIA Corp (NASDAQ:NVDA) because he just thinks this circle of capex spending ...

Surge in capital expenditure by CPSEs and organizations drives infrastructure growth, exceeding targets and boosting economy.

CEO Patti Poppe says California should build on the recent passage of a second wildfire insurance fund with a broad push to ...

TotalEnergies is well-positioned with LNG strength, cost savings, and oil price support, despite macro headwinds and fewer ...

French oil major TotalEnergies on Monday reduced its annual capital expenditure guidance by $1 billion through 2030 as part ...

In FY24, the ministry had overshot its capital expenditure target of ₹2.40 lakh crore and spent ₹2.42 lakh crore. The total ...