Julie Biel, Kayne Anderson Rudnick chief market strategist, joins 'The Exchange' to discuss names that could benefit from ...

Ken Wong, Eastspring's Asia Equity Portfolio Specialist tells CNBC's Martin Soong Asian AI chipmakers could see more upside, ...

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 ...

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

Japanese companies plan to make the deepest cut in capital expenditure in more than a decade this year as the coronavirus pandemic hits profits, a government survey showed, underscoring the broadening ...

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

Japanese firms slashed spending on plant and equipment by the most in a decade in the second quarter, the government said on Tuesday, suggesting the economy will take a protracted period to fully ...

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

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 ...

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