#capex — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #capex, aggregated by home.social.
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💸💸 Google just had its first negative cash flow quarter due to massive AI spending
｢ As a result of its increasing AI demands, Google reports it spent $44.9 billion expanding its AI footprint in the second quarter, and you don’t need an accounting degree to know which number is larger. With $39.1 billion in cash income, this spending left Google with -$5.8 billion free cash flow ｣
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💸💸 Google just had its first negative cash flow quarter due to massive AI spending
｢ As a result of its increasing AI demands, Google reports it spent $44.9 billion expanding its AI footprint in the second quarter, and you don’t need an accounting degree to know which number is larger. With $39.1 billion in cash income, this spending left Google with -$5.8 billion free cash flow ｣
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💸💸 Google just had its first negative cash flow quarter due to massive AI spending
｢ As a result of its increasing AI demands, Google reports it spent $44.9 billion expanding its AI footprint in the second quarter, and you don’t need an accounting degree to know which number is larger. With $39.1 billion in cash income, this spending left Google with -$5.8 billion free cash flow ｣
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💸💸 Google just had its first negative cash flow quarter due to massive AI spending
｢ As a result of its increasing AI demands, Google reports it spent $44.9 billion expanding its AI footprint in the second quarter, and you don’t need an accounting degree to know which number is larger. With $39.1 billion in cash income, this spending left Google with -$5.8 billion free cash flow ｣
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💸💸 Google just had its first negative cash flow quarter due to massive AI spending
｢ As a result of its increasing AI demands, Google reports it spent $44.9 billion expanding its AI footprint in the second quarter, and you don’t need an accounting degree to know which number is larger. With $39.1 billion in cash income, this spending left Google with -$5.8 billion free cash flow ｣
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SK Hynix, whose stock price has plunged more than 30% this month, will announce its second-quarter e..
사진 확대 The logo of SK Hynix. [Yonhap News] SK Hynix, whose stock price has plunged more than…
#EuropeSays #Korea #KR #SKHynix #artificialintelligence #CAPEX #datacenter #Guidance #high-bandwidthmemory #hynix #investorsentiment #operatingprofit #SK #SKhynix #Yonhapnews
https://www.europesays.com/korea/98022/ -
i think the mkt needs to lose several thousand points and become more balanced - the irony is that by losing they end up making the mkt stronger long term - spacex ipo crashing to earth has set the tone but the narrative has a long run out - you won't unwind this fast, local ai for smb may end up saving the day (over next 3-5 yrs) #capex withdrawals #private equity #rsi #macd crossover
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i think the mkt needs to lose several thousand points and become more balanced - the irony is that by losing they end up making the mkt stronger long term - spacex ipo crashing to earth has set the tone but the narrative has a long run out - you won't unwind this fast, local ai for smb may end up saving the day (over next 3-5 yrs) #capex withdrawals #private equity #rsi #macd crossover
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i think the mkt needs to lose several thousand points and become more balanced - the irony is that by losing they end up making the mkt stronger long term - spacex ipo crashing to earth has set the tone but the narrative has a long run out - you won't unwind this fast, local ai for smb may end up saving the day (over next 3-5 yrs) #capex withdrawals #private equity #rsi #macd crossover
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i think the mkt needs to lose several thousand points and become more balanced - the irony is that by losing they end up making the mkt stronger long term - spacex ipo crashing to earth has set the tone but the narrative has a long run out - you won't unwind this fast, local ai for smb may end up saving the day (over next 3-5 yrs) #capex withdrawals #private equity #rsi #macd crossover
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Kospi Reclaims 7,000 Mark After 5 Sessions on Alphabet’s AI Capex Surge; Foreign Investors Pile Into Samsung Electronics, SK Hynix — BigGo Finance
The Kospi index reclaimed the 7,000 mark at the close for the first time in five sessions on…
#EuropeSays #Korea #KR #SamsungElectronics #Alphabet #Alteogen #amazon #CAPEX #FOMC #foreigninvestors #KoreaExchange #KOSDAQ #KOSPI #LGEnergySolution #MetaPlatforms #Microsoft #Samsung #sidecar #SKhynix
https://www.europesays.com/korea/96722/ -
Wer hat den #Nasdaq Index heut um 2,15 % in den Keller getreten? #Tesla mit 1em besseren Quartal, aber unter den Erwartungen. #Google Erwartungen übertroffen, aber erstmals mit negativem Cashflow wegen #datacenter #capex
This will not end well 😎 -
Wer hat den #Nasdaq Index heut um 2,15 % in den Keller getreten? #Tesla mit 1em besseren Quartal, aber unter den Erwartungen. #Google Erwartungen übertroffen, aber erstmals mit negativem Cashflow wegen #datacenter #capex
This will not end well 😎 -
Wer hat den #Nasdaq Index heut um 2,15 % in den Keller getreten? #Tesla mit 1em besseren Quartal, aber unter den Erwartungen. #Google Erwartungen übertroffen, aber erstmals mit negativem Cashflow wegen #datacenter #capex
This will not end well 😎 -
Wer hat den #Nasdaq Index heut um 2,15 % in den Keller getreten? #Tesla mit 1em besseren Quartal, aber unter den Erwartungen. #Google Erwartungen übertroffen, aber erstmals mit negativem Cashflow wegen #datacenter #capex
This will not end well 😎 -
Wer hat den #Nasdaq Index heut um 2,15 % in den Keller getreten? #Tesla mit 1em besseren Quartal, aber unter den Erwartungen. #Google Erwartungen übertroffen, aber erstmals mit negativem Cashflow wegen #datacenter #capex
This will not end well 😎 -
https://www.europesays.com/people/162323/ [GOOG Q2 2026 Earnings Call] Google Cloud Revenue Surges 82% to $24.8B; Alphabet Raises 2026 CapEx to $205B Amid AI Frenzy — BigGo Finance #AIMax #AIMode #Alphabet #AnatAshkenazi #capex #FIFAWorldCup #gemini #GoogleCloud #PhilippSchindler #SundarPichai #TPU #waymo #Wiz #youtube
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https://www.europesays.com/ch/103163/ UBS cuts Waaree Energies share price target by 30% after downgrade on mounting challenges #BatteryEnergyStorageSystem #BESS #BrokerageReport #capex #IndianStockMarket #ManufacturingCapacity #RenewableEnergy #RenewableEnergyStocks #SolarModules #SolarStocks #TargetPrice #UBS #UBSDowngrade #WaareeEnergies
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Oracle Corp. Downgraded To 'BBB-/A-3' From 'BBB/A | S&P Global Ratings
https://www.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/101695609
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Oracle Corp. Downgraded To 'BBB-/A-3' From 'BBB/A | S&P Global Ratings
https://www.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/101695609
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Oracle Corp. Downgraded To 'BBB-/A-3' From 'BBB/A | S&P Global Ratings
https://www.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/101695609
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Oracle Corp. Downgraded To 'BBB-/A-3' From 'BBB/A | S&P Global Ratings
https://www.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/101695609
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Oracle Corp. Downgraded To 'BBB-/A-3' From 'BBB/A | S&P Global Ratings
https://www.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/101695609
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Samsung brings first Yongin chip fab launch forward to 2029
Samsung Electronics plans to begin operations at its first semiconductor fabrication plant in Yongin in 2029, bringing the…
#EuropeSays #Korea #KR #Samsung #AIData #AIinfrastructure #ArtificialIntelligence(AI) #CAPEX #cloud #Datacenters(DC) #Decentralisation #DRAM #logistics #NationalSecurity #SamsungGroup #semiconductors #SKhynix #SouthKorea #SupplyChain #utilities #WorkforceTechnology
https://www.europesays.com/korea/84055/ -
Can AI answer the $3 trillion question?
Three years ago, Sequoia partner David Cahn was one of the first people to do the math and…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #Apollo #ArtificialIntelligence #capex #Sequioa #Technology
https://www.newsbeep.com/us/756539/ -
Can AI answer the $3 trillion question?
Three years ago, Sequoia partner David Cahn was one of the first people to do the math and…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #Apollo #ArtificialIntelligence #capex #Sequioa #Technology
https://www.newsbeep.com/us/756539/ -
Can AI answer the $3 trillion question?
Three years ago, Sequoia partner David Cahn was one of the first people to do the math and…
#NewsBeep #News #Artificialintelligence #AI #apollo #ArtificialIntelligence #capex #Sequioa #Technology #UK #UnitedKingdom
https://www.newsbeep.com/uk/685596/ -
File this under, the classic Silicon Valley mantra of ... 'We will never need or want any government support ... unless of course we need a backstop b/c our business model is soooo f'__k'd up it may well collapse ... then we will gladly ask/beg for government support!'
Good Read on "Operation Bailout" (OpenAI offering the US government a 5% stake) and related AI business "Blast Zone" issues. https://www.profgmedia.com/p/two-red-flags #AI #OpenAI #ProfGMedia #Meta #USGov #Bailout #Oracle #Anthropic #BusinessModel #CapEx #SiliconValley #VCs #OperationBailout #BlastZone #PEmultiples #TechBubble #RedFlags
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File this under, the classic Silicon Valley mantra of ... 'We will never need or want any government support ... unless of course we need a backstop b/c our business model is soooo f'__k'd up it may well collapse ... then we will gladly ask/beg for government support!'
Good Read on "Operation Bailout" (OpenAI offering the US government a 5% stake) and related AI business "Blast Zone" issues. https://www.profgmedia.com/p/two-red-flags #AI #OpenAI #ProfGMedia #Meta #USGov #Bailout #Oracle #Anthropic #BusinessModel #CapEx #SiliconValley #VCs #OperationBailout #BlastZone #PEmultiples #TechBubble #RedFlags
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File this under, the classic Silicon Valley mantra of ... 'We will never need or want any government support ... unless of course we need a backstop b/c our business model is soooo f'__k'd up it may well collapse ... then we will gladly ask/beg for government support!'
Good Read on "Operation Bailout" (OpenAI offering the US government a 5% stake) and related AI business "Blast Zone" issues. https://www.profgmedia.com/p/two-red-flags #AI #OpenAI #ProfGMedia #Meta #USGov #Bailout #Oracle #Anthropic #BusinessModel #CapEx #SiliconValley #VCs #OperationBailout #BlastZone #PEmultiples #TechBubble #RedFlags
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File this under, the classic Silicon Valley mantra of ... 'We will never need or want any government support ... unless of course we need a backstop b/c our business model is soooo f'__k'd up it may well collapse ... then we will gladly ask/beg for government support!'
Good Read on "Operation Bailout" (OpenAI offering the US government a 5% stake) and related AI business "Blast Zone" issues. https://www.profgmedia.com/p/two-red-flags #AI #OpenAI #ProfGMedia #Meta #USGov #Bailout #Oracle #Anthropic #BusinessModel #CapEx #SiliconValley #VCs #OperationBailout #BlastZone #PEmultiples #TechBubble #RedFlags
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File this under, the classic Silicon Valley mantra of ... 'We will never need or want any government support ... unless of course we need a backstop b/c our business model is soooo f'__k'd up it may well collapse ... then we will gladly ask/beg for government support!'
Good Read on "Operation Bailout" (OpenAI offering the US government a 5% stake) and related AI business "Blast Zone" issues. https://www.profgmedia.com/p/two-red-flags #AI #OpenAI #ProfGMedia #Meta #USGov #Bailout #Oracle #Anthropic #BusinessModel #CapEx #SiliconValley #VCs #OperationBailout #BlastZone #PEmultiples #TechBubble #RedFlags
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1 Bloomberg’s #JohnAuthers: In the US, #capex on everything other than #tech is actually falling. That might suggest that the #AI boom is leading to #malinvestment. 🧵
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1 Bloomberg’s #JohnAuthers: In the US, #capex on everything other than #tech is actually falling. That might suggest that the #AI boom is leading to #malinvestment. 🧵
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1 Bloomberg’s #JohnAuthers: In the US, #capex on everything other than #tech is actually falling. That might suggest that the #AI boom is leading to #malinvestment. 🧵
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telegraph.co.uk:
Financial stability could ... be at risk in the event of an AI bust,” the BIS said. “Should hyperscalers slow or halt the aggressive pace of capex deployment, many borrowers across the supply chain could struggle to replace lost revenue and service their debt. #shadow banking #private equity #bets #capex -
telegraph.co.uk:
Financial stability could ... be at risk in the event of an AI bust,” the BIS said. “Should hyperscalers slow or halt the aggressive pace of capex deployment, many borrowers across the supply chain could struggle to replace lost revenue and service their debt. #shadow banking #private equity #bets #capex -
telegraph.co.uk:
Financial stability could ... be at risk in the event of an AI bust,” the BIS said. “Should hyperscalers slow or halt the aggressive pace of capex deployment, many borrowers across the supply chain could struggle to replace lost revenue and service their debt. #shadow banking #private equity #bets #capex -
telegraph.co.uk:
Financial stability could ... be at risk in the event of an AI bust,” the BIS said. “Should hyperscalers slow or halt the aggressive pace of capex deployment, many borrowers across the supply chain could struggle to replace lost revenue and service their debt. #shadow banking #private equity #bets #capex -
💰 Oracle's AI datacenter splurge gives investors the capex jitters
｢ Despite revenue for Q4 (ended May 31) rising 21 percent year-on-year to $19.2 billion, Oracle's share price fell as markets reacted to its increasing capex, as analysts raised concerns about how Big Red would fund the investments in datacenters. Capex for fiscal 2026 reached $55.7 billion, up from $21.2 billion a year earlier. ｣
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💰 Oracle's AI datacenter splurge gives investors the capex jitters
｢ Despite revenue for Q4 (ended May 31) rising 21 percent year-on-year to $19.2 billion, Oracle's share price fell as markets reacted to its increasing capex, as analysts raised concerns about how Big Red would fund the investments in datacenters. Capex for fiscal 2026 reached $55.7 billion, up from $21.2 billion a year earlier. ｣
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💰 Oracle's AI datacenter splurge gives investors the capex jitters
｢ Despite revenue for Q4 (ended May 31) rising 21 percent year-on-year to $19.2 billion, Oracle's share price fell as markets reacted to its increasing capex, as analysts raised concerns about how Big Red would fund the investments in datacenters. Capex for fiscal 2026 reached $55.7 billion, up from $21.2 billion a year earlier. ｣
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💰 Oracle's AI datacenter splurge gives investors the capex jitters
｢ Despite revenue for Q4 (ended May 31) rising 21 percent year-on-year to $19.2 billion, Oracle's share price fell as markets reacted to its increasing capex, as analysts raised concerns about how Big Red would fund the investments in datacenters. Capex for fiscal 2026 reached $55.7 billion, up from $21.2 billion a year earlier. ｣
-
💰 Oracle's AI datacenter splurge gives investors the capex jitters
｢ Despite revenue for Q4 (ended May 31) rising 21 percent year-on-year to $19.2 billion, Oracle's share price fell as markets reacted to its increasing capex, as analysts raised concerns about how Big Red would fund the investments in datacenters. Capex for fiscal 2026 reached $55.7 billion, up from $21.2 billion a year earlier. ｣
