Capital expenditure
-
financeGoldman Sachs Raises S&P 500 Target, Cites AI as Earnings Engine
Goldman Sachs lifts its year-end 2026 S&P 500 target to 8,000, driven by a forecasted 24% earnings growth fueled by massive AI infrastructure spending.
-
techTSMC Reports 30% Revenue Surge on Unrelenting AI Chip Demand
The Taiwanese semiconductor giant reported May revenue of $13.2 billion, a 30% year-over-year increase, underscoring its dominance in the global AI infrastructure supply chain.
-
techZuckerberg Admits AI Workforce Shift Errors at Meta
Meta CEO Mark Zuckerberg acknowledges mistakes in the company's aggressive AI restructuring, promising stability and no further layoffs this year.
-
financeMeta Eyes $125B Equity Raise Following Record Alphabet Sale for AI War Chest
Meta Platforms is considering a multi-billion dollar share sale, following Alphabet's $85 billion record, to fund an AI-driven capex surge to $145 billion.
-
techMeta Plans Massive Stock Sale to Fund $145B AI Investment
Meta Platforms is considering a major equity offering, potentially worth tens of billions, to finance its aggressive AI spending campaign.
-
financeNASDAQ 100 Shatters Records, Surpasses 30,000 for the First Time
The tech-heavy index crossed 30,000 for the first time, fueled by AI spending and strong earnings.
-
financeAlphabet’s Record $3.6 Billion Yen Bond Sale
Alphabet sold a record ¥576.5 billion in yen-denominated bonds, the largest ever by a foreign company, to fund AI investments.
-
financeAmazon Launches Record Swiss Franc Bond Sale
Amazon borrows $3.6B in Swiss francs for the first time, issuing six tranches to fund AI.