Two of the world’s largest technology companies are simultaneously cutting their workforces while committing hundreds of billions of dollars to…
Browsing: AI CapEX
A senior portfolio manager at Morgan Stanley Investment Management says one of the most compelling investment opportunities in years is…
Banking giant Goldman Sachs says the latest market rally has gone further than the underlying fundamentals justify, and has a…
Billionaire “Bond King” Jeffrey Gundlach says strong headline GDP numbers are obscuring growing stress beneath the surface of the US…
Wells Fargo’s chief equity strategist says markets may look past near-term earnings softness as long as one pillar holds: sustained…
Bank of America says the market is only at the start of a holiday run, noting that multiple tailwinds are…
Anthropic CEO Dario Amodei says the AI boom is entering a phase where multi-billion-dollar decisions are being made on incomplete…
A tech-focused research firm says Wall Street may be overlooking one Mag 7 name that’s already generating billions of dollars…
Nvidia chief executive Jensen Huang says talk of an AI investment bubble misses the real issue, noting that the world…
Alphabet CEO Sundar Pichai is issuing a dire warning, saying that there will be nowhere to hide for AI companies…