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

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

Japanese companies cut spending on plant and equipment in July-September for a second straight quarter as the coronavirus hit private sector demand, keeping policymakers under pressure to deploy large ...

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

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

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

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 ...

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

Citi said that it prefers execution leaders exposed to key thematics, with Cummins India and Bharat Electronics as its top ...

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

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

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