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Market Trends

Meta Unveils $115–$135 Billion 2026 AI Capex After Strong Quarter

Investors signaled confidence after Meta projected higher 2026 operating income despite heavier spending.

Wall Street Turns More Bullish on AI Infrastructure as Upgrades Sweep Nvidia, Dell, AMD and Intel

Accel’s Globalscape Puts a $4 Trillion Price Tag on AI’s Next Buildout

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

Qualcomm Unveils AI200 and AI250 Data-Center Accelerators as Shares Surge

Broadcom Secures $10 Billion AI-Chip Order From New Customer