Google's AI investments and strong earnings signal long-term growth. See why GOOG stock is rated a buy despite short-term ...
AI is no longer about demos and dev days. It’s a line on the income statement – and an even bigger one on the capex schedule.
Big Tech Q3 2025 earnings reveal surging AI and cloud growth. Discover how CapEx and energy constraints shape future returns.
The reversal marks a sharp year-on-year swing. States borrowed ₹ 65,827 crore in November, compared to ₹ 55,006 crore a year ...
A series of insider sales may catch investors’ attention, but the real question is whether BKV’s fundamentals can keep ...
Many bears in the market are making parallels between the current artificial intelligence boom and the internet bubble that ...
Discover why stocks are sliding: recession risks, Fed uncertainty, and massive AI spending are reshaping market optimism and ...
Mindspace Business Parks REIT is allocating over ₹4,185 crore for capital expenditure from FY26 to FY28 to enhance its ...
In November 2025, Verizon announced the largest round of layoffs in its history, marking a pivotal moment for both the ...
Adani Group aims to replicate 25 years of infrastructure development in just one year, targeting a ₹1.5 lakh crore capex plan ...
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AI spending goes macro as machine-learning capex becomes backbone of US economy
Stephen Juneau, an economist at Bank of America, said the quiet part out loud: “It’s the only source of investment right now.
If data center capex is indeed going to surge by around 400% in the next five years (based on the midpoint of Nvidia's 2030 ...
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