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Big Tech's AI Capex Race Tops $750 Billion as Markets Reward Companies That Monetize

Investors are favoring firms that turn heavy AI spending into recurring cloud revenue, while supply, power and financing strains raise fresh risks for the broader buildout.

3 ARTICLES

6d ago

Super Micro Posts Surprise Margin Lift and $60 Billion Order Inflow, Stock Jumps

161 ARTICLES

2w ago

Semiconductor Stocks Stage Fragile Rebound Ahead of Alphabet and Intel Earnings

11 ARTICLES

2w ago

Buffett Says He Started Berkshire’s $31 Billion Bet on Alphabet

67 ARTICLES

3w ago

Apple Briefly Tops Nvidia in Market Cap as Investors Rethink Where AI Value Lands

12 ARTICLES

3w ago

Buffett Says He Personally Led Berkshire’s Roughly $31 Billion Bet on Alphabet

230 ARTICLES

3w ago

AI Chip Sell-Off Pushes Semiconductors Into Bear Market

111 ARTICLES

3w ago

WAIC 2026 Sees China Roll Out Domestic 100,000‑Card AI Supercluster and Commercial AI Devices

48 ARTICLES

3w ago

SanDisk Hits Volatile Patch Ahead of Aug. 5 Earnings

Technology Stocks

Big Tech's AI Capex Race Tops $750 Billion as Markets Reward Companies That Monetize

Seagate Beat Lifts Outlook for HDD Sector as Investors Eye Western Digital

AI Memory Boom Confronts China‑Fueled Market Rethink for SanDisk and Micron

AI Buildout Forces Market Repricing as Cloud Results and Supply Strains Collide

Arm Beats Q1 Estimates as Stock Drops on Investor Caution

Memory Stocks Whipsawed as Chinese Capacity Fears Trigger Late‑July Rout

ARK Invest Adds to SpaceX, Tesla and Nvidia While Narrowing Crypto Exposures

KOSPI Crash Sends Chip and Memory Stocks Into a Global Rout

Markets Re‑price AI Buildout After Report That Nvidia May Back OpenAI Financing

Micron Posts Record AI‑Fueled Quarter as Stock Swings After Korea Selloff

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Technology Stocks

Nvidia Posts Record Quarter as Markets Question AI Capex and Valuation

Intel and AMD Lock Year‑Long CPU Deals With Chinese Buyers as Prices Surge

Super Micro Posts Surprise Margin Lift and $60 Billion Order Inflow, Stock Jumps

Semiconductor Stocks Stage Fragile Rebound Ahead of Alphabet and Intel Earnings

Buffett Says He Started Berkshire’s $31 Billion Bet on Alphabet

Apple Briefly Tops Nvidia in Market Cap as Investors Rethink Where AI Value Lands

Buffett Says He Personally Led Berkshire’s Roughly $31 Billion Bet on Alphabet

AI Chip Sell-Off Pushes Semiconductors Into Bear Market

WAIC 2026 Sees China Roll Out Domestic 100,000‑Card AI Supercluster and Commercial AI Devices

SanDisk Hits Volatile Patch Ahead of Aug. 5 Earnings

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Technology Stocks