Pith Wave Signal

2 stories tagged #Free Cash Flow

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  1. Amazon's AI Bet: Capex Soars 77% to $44.2 Billion in Single Quarter
    finance

    Amazon's AI Bet: Capex Soars 77% to $44.2 Billion in Single Quarter

    Amazon spent $44.2B on capex Q1, up 77% YoY, as it doubles down on AI infrastructure amid rising operating cash flow.

    3w ago 1 min read
  2. Big Tech Shifts to Physical Infrastructure, Foreign Capital Reshapes US Assets
    finance

    Big Tech Shifts to Physical Infrastructure, Foreign Capital Reshapes US Assets

    Analysis of Big Tech's pivot to physical infrastructure, the impact of foreign investment on US asset valuations, and the decline in labor's share of economic output.

    last mo. 1 min read