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Microsoft

AI Capex Surge Splits Market Between Revenue Winners and Cash‑Strained Spenders

Investor confidence has risen after Amazon and Microsoft showed that heavy AI spending can drive revenue growth.

Microsoft Shows AI Spending Can Drive Faster Cloud Growth and Calm Investors

Big Tech's AI Buildout Tests Investors as Capex Drains Cash Flow

Microsoft Faces Market Test on July 29 Over AI Capex Outlook

Oracle Stock Plunges as $638 Billion AI Backlog Meets a $40 Billion Funding Plan

Nvidia Earnings Set to Test AI Boom With China Shipments Stalled

Alphabet Lifts 2026 AI Capex to $180–$190 Billion as Google Cloud Sales Surge

Alphabet Hits Record Value After AI-Led Beat Fuels Cloud Boom and Massive Capex

Tech Giants Report AI-Driven Beats as Capex Soars and Markets Climb

Alphabet Leads Big Tech Earnings as AI Demand Supercharges Cloud

Microsoft’s $357 Billion One-Day Rout Exposes Jitters Over AI Spending and OpenAI Reliance

Microsoft’s Xbox Revenue Falls 9% in Holiday Quarter as Hardware Slumps 32%

Gold and Silver Slide From Records as Cross‑Asset Selloff Forces Rapid Deleveraging

Meta Jumps After Earnings Beat and $115–$135 Billion AI Budget for 2026

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

Xbox Hardware Revenue Drops 29% as Microsoft Warns of Further Gaming Declines

AI Buildout Accelerates as Alphabet Hits $100 Billion and Amazon Raises 2025 Capex

Nvidia Becomes First Public Company Valued at $5 Trillion

Apple Delivers Strong Q3 as Tariff Costs Rise and AI Lags

Microsoft Ports Top PS5 Charts, Drives Record Game Pass Revenue