It has been five years since the Centre raised the capex—from 2.1% of GDP in FY21 to 3.1% in FY26—in an attempt to boost the ...
Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower, calls Vertiv her top pick, citing its strong ...
S&P 500 cash spending is expected to rise 11% in 2026 to a record $4.4 trillion, driven by a surge in capital expenditure ...
Wall Street is getting wary on AI capex spending and Morgan Stanley’s wealth unit is urging clients to beware, and sell small-cap stocks for one.
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 ...
Q2 ’24: +16.9% EPS growth expected on July 1, +17.8% tech EPS growth expected today. Next week, Microsoft reports on Tuesday night, July 30th, after the close, while Amazon and Meta also report next ...
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General govt capex-to-GDP likely to stay around 5% in FY26, lower than FY25P and FY24 peak: Report
New Delhi [India], October 13 (ANI): The general government capital expenditure (capex) as a share of GDP in FY26 is likely ...
AI capex is mainly going toward data centers and key infrastructure, but there are questions arising about what will happen ...
Sept 29 - French oil major TotalEnergies (TTEF.PA), opens new tab on Monday reduced its annual capital expenditure guidance by $1 billion through 2030 as part of a $7.5 billion savings drive. The ...
It has been five years since the Centre raised the capex—from 2.1% of GDP in FY21 to 3.1% in FY26—in an attempt to boost the ...
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