#capitalexpenditure — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #capitalexpenditure, aggregated by home.social.
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https://www.europesays.com/people/239336/ In the early hours of September 22, 2026, three fire columns rose on Wall Street in the United State.. #24Hours #agent #AI #AIOfficer #Alexander #AMD #AppStore #CAIO #CapitalExpenditure #cloud #HBM #Infrastructure #Intel #MarkZuckerberg #Muse #Nvidia #SamsungElectronics #StockMarket #zuckerberg
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https://www.europesays.com/britain/121581/ Shell (SHEL) Signs Deal to Take Full Ownership of Tri Star and Add 320 Sites #CapitalExpenditure #EquilonEnterprisesLLC #IncrementalCashFlow #Mobility&Convenience #Shell #ShellPLC #StarEnergy #Subsidiary #SupplyAgreements
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Shell (SHEL) Signs Deal to Take Full Ownership of Tri Star and Add 320 Sites
Shell plc (NYSE:SHEL) is moving deeper into company-owned convenience retail. Equilon Enterprises LLC, doing business as Shell Oil…
#EuropeSays #Britain #Europe #EU #Shell #capitalexpenditure #EquilonEnterprisesLLC #incrementalcashflow #Mobility&Convenience #ShellPLC #StarEnergy #Subsidiary #supplyagreements
https://www.europesays.com/britain/121581/ -
#SwissRe’s #JérômeHaegeli states that the »#physicaleconomy is back« due to a surge in #datacentre #investment, driving a global #capitalexpenditure #supercycle. This boom, spanning data centres, energy systems, and other infrastructure, presents a significant insurance opportunity, potentially generating $200 billion in premiums between 2026 and 2030. https://www.reinsurancene.ws/physical-economy-is-back-as-data-centres-become-strategic-infrastructure-swiss-re/?eicker.news #tech #news #ainews
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#SwissRe’s #JérômeHaegeli states that the »#physicaleconomy is back« due to a surge in #datacentre #investment, driving a global #capitalexpenditure #supercycle. This boom, spanning data centres, energy systems, and other infrastructure, presents a significant insurance opportunity, potentially generating $200 billion in premiums between 2026 and 2030. https://www.reinsurancene.ws/physical-economy-is-back-as-data-centres-become-strategic-infrastructure-swiss-re/?eicker.news #tech #news #ainews
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#SwissRe’s #JérômeHaegeli states that the »#physicaleconomy is back« due to a surge in #datacentre #investment, driving a global #capitalexpenditure #supercycle. This boom, spanning data centres, energy systems, and other infrastructure, presents a significant insurance opportunity, potentially generating $200 billion in premiums between 2026 and 2030. https://www.reinsurancene.ws/physical-economy-is-back-as-data-centres-become-strategic-infrastructure-swiss-re/?eicker.news #tech #news #ainews
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#SwissRe’s #JérômeHaegeli states that the »#physicaleconomy is back« due to a surge in #datacentre #investment, driving a global #capitalexpenditure #supercycle. This boom, spanning data centres, energy systems, and other infrastructure, presents a significant insurance opportunity, potentially generating $200 billion in premiums between 2026 and 2030. https://www.reinsurancene.ws/physical-economy-is-back-as-data-centres-become-strategic-infrastructure-swiss-re/?eicker.news #tech #news #ainews
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Woodside Pulls Back From Clean Energy: Is the New Strategy Bullish?
Woodside Energy Group Ltd (NYSE:WDS)’s first-half 2026 results point to a clear shift in strategy. The company reported…
#Energy #capitalexpenditure #cleanenergy #interimdividend #realizedprices #WoodsideEnergy
https://www.europesays.com/3219306/ -
https://www.europesays.com/ie/640662/ JPMorgan Raises S&P 500 Target to 8,000 as Earnings and AI Growth Strengthen Outlook #AI #ArtificialIntelligence #ArtificialIntelligence #CapitalExpenditure #EarningsGrowth #EarningsSeason #Éire #IE #Ireland #jpmorgan #S&P500 #Technology
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Samsung Tops 55 Trillion Won in H1 R&D, Capex on AI Chip Push
Samsung Electronics’ semiconductor fab at its Hwaseong campus. Samsung Electronics Samsung Electronics (005930.KS) poured a record 55 trillion…
#EuropeSays #Korea #KR #SamsungElectronics #capitalexpenditure #DRAMmarketshare #executivepay #HBM #NVIDIA #R&Dinvestment #Samsung #SKhynix
https://www.europesays.com/korea/119347/ -
https://www.europesays.com/people/183964/ Jeff Bezos says he does not want any employee at Amazon celebrating what was never really… #Amazon #CapitalExpenditure #CustomerObsession #FortuneGlobal500 #JeffBezos
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https://www.europesays.com/people/182742/ Alphabet CEO Sundar Pichai Just Made a $200 Billion Infrastructure Move. Nvidia, Micron, and Broadcom Investors Should Rejoice. #Alphabet #Broadcom #CapitalExpenditure #GOOGL #Micron #Nvidia #SundarPichai
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Rio Tinto PLC (RIO) (Half Year 2026) Earnings Call Highlights: Strong Cash Flow and Dividend …
This article first appeared on GuruFocus. Revenue: Not explicitly mentioned in the transcript. Free Cash Flow: Increased by…
#EuropeSays #Britain #Europe #EU #RioTinto #capitalexpenditure #copper #DividendPayoutRatio #interimdividend #ProductivityBenefits #RioTinto #RioTintoPLC #SimonTrott
https://www.europesays.com/britain/99098/ -
https://www.europesays.com/britain/99098/ Rio Tinto PLC (RIO) (Half Year 2026) Earnings Call Highlights: Strong Cash Flow and Dividend … #CapitalExpenditure #copper #DividendPayoutRatio #InterimDividend #ProductivityBenefits #RioTinto #RioTintoPLC #SimonTrott
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China’s AI Narrows Performance Gap With U.S. to 2.7%
▲AI PRISM* Customized Economic Briefing *Editor’s Note: ‘AI PRISM’ (Personalized Report & Insight Summarizing Media) is an “artificial…
#EuropeSays #Korea #KR #Seoul #AmazonAWSearnings #capitalexpenditure #ChinaAIcompetition #ElonMusk #hyperscalers #KOSPIsurge #TeslaChinaseparation #U.S.-ChinaAIgap
https://www.europesays.com/korea/105985/ -
https://www.europesays.com/people/171154/ Meta’s Free Cash Flow Plunges 91% As AI Investment Grows #AiInvestmentGrows #BusinessInsider #CapitalExpenditure #company #DatumCenter #FreeCashFlowPlunge #Google #Image #Infrastructure #MarkZuckerberg #Meta #model #MuseSpark #pranavdixit@protonmail #spending #year
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Fuji Keizai: Japan Pharma Capex Up 50% to 946 Billion Yen
KEY POINTSFuji Keizai survey shows 25 Japanese drugmakers’ capital spending reaches 946 billion yen in 2025, about 50%…
#EuropeSays #Japan #JP #ADC #biopharmaceuticals #CapitalExpenditure #CDMO #drugmanufacturing #FujiKeizai #Japanpharmaceuticals #Japanese #mRNAvaccines
https://www.europesays.com/japan/65855/ -
Fuji Keizai: Japan Pharma Capex Up 50% to 946 Billion Yen
KEY POINTSFuji Keizai survey shows 25 Japanese drugmakers’ capital spending reaches 946 billion yen in 2025, about 50% above 2022Capital expenditure rises to about 6% of sales from…
#Japan #JP #JapanNews #ADC #biopharmaceuticals #capitalexpenditure #CDMO #drugmanufacturing #FujiKeizai #Japanpharmaceuticals #Japanese #Japanesenews #mRNAvaccines #news
https://www.alojapan.com/1517590/fuji-keizai-japan-pharma-capex-up-50-to-946-billion-yen/ -
Fuji Keizai: Japan Pharma Capex Up 50% to 946 Billion Yen
KEY POINTSFuji Keizai survey shows 25 Japanese drugmakers’ capital spending reaches 946 billion yen in 2025, about 50% above 2022Capital expenditure rises to about 6% of sales from…
#Japan #JP #JapanNews #ADC #biopharmaceuticals #capitalexpenditure #CDMO #drugmanufacturing #FujiKeizai #Japanpharmaceuticals #Japanese #Japanesenews #mRNAvaccines #news
https://www.alojapan.com/1517590/fuji-keizai-japan-pharma-capex-up-50-to-946-billion-yen/ -
https://www.alojapan.com/1517590/fuji-keizai-japan-pharma-capex-up-50-to-946-billion-yen/ Fuji Keizai: Japan Pharma Capex Up 50% to 946 Billion Yen #ADC #biopharmaceuticals #CapitalExpenditure #CDMO #DrugManufacturing #FujiKeizai #Japan #JapanNews #JapanPharmaceuticals #Japanese #JapaneseNews #MRNAVaccines #news KEY POINTSFuji Keizai survey shows 25 Japanese drugmakers’ capital spending reaches 946 billion yen in 2025, about 50% above 2022Capital expenditure rises to about 6% of sales from 5% as manufacturers invest in newer drug
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https://www.alojapan.com/1517590/fuji-keizai-japan-pharma-capex-up-50-to-946-billion-yen/ Fuji Keizai: Japan Pharma Capex Up 50% to 946 Billion Yen #ADC #biopharmaceuticals #CapitalExpenditure #CDMO #DrugManufacturing #FujiKeizai #Japan #JapanNews #JapanPharmaceuticals #Japanese #JapaneseNews #MRNAVaccines #news KEY POINTSFuji Keizai survey shows 25 Japanese drugmakers’ capital spending reaches 946 billion yen in 2025, about 50% above 2022Capital expenditure rises to about 6% of sales from 5% as manufacturers invest in newer drug
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https://www.europesays.com/uk/1114240/ KKR Plans LCY Exit as Chairman Targets Bigger U.S. Semiconductor Expansion #BoweiLee #CapitalExpenditure #ChemicalBusinesses #KKR #LCY #PrivateEquityFirm #TaiwanSemiconductorManufacturingCo #UnitedStates #us #USA #VincentLiu
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TotalEnergies SE (TTE) (Q2 2026) Earnings Call Highlights: Strong Financial Performance Amid …
This article first appeared on GuruFocus. Revenue: Cash flow of $9.8 billion in Q2 2026, up nearly 15%…
#France #FR #Europe #EU #TotalEnergies #CapitalExpenditure #CashFlow #IntegratedPower #PatrickPouyanné
https://www.europesays.com/france/57304/ -
https://www.europesays.com/people/164519/ Google Just Made $98 Billion on Its Investments #AI #Alphabet #analyst #Anthropic #CapitalExpenditure #company #databricks #EarlySpacexInvestment #Google #Investor #quarter #Request #SpaceXStock #SundarPichai #TechGiant #year
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TotalEnergies SE (TTE) (Q2 2026) Earnings Call Highlights: Strong Financial Performance Amid …
This article first appeared on GuruFocus. Revenue: Cash flow of $9.8 billion in Q2 2026, up nearly 15%…
#France #FR #Europe #EU #TotalEnergies #CapitalExpenditure #CashFlow #IntegratedPower #PatrickPouyanné
https://www.europesays.com/france/56346/ -
https://www.europesays.com/people/161880/ OpenAI lifts planned compute spending to $750 billion through 2030: WSJ #AmazonWebServices #CapitalExpenditure #Microsoft #NASDAQ #Nvidia #OpenAI #SamAltman #spending #TheWallStreetJournal
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TSMC Profit Jumps 77%, Plans $100 Billion More U.S. Investment
TSMC logo. Reuters-Yonhap News Taiwan’s TSMC, the world’s largest foundry (contract chipmaker), posted second-quarter results that exceeded market…
#EuropeSays #Korea #KR #Seoul #AIchips #Arizona #capitalexpenditure #SamsungElectronics #second-quarterearnings #semiconductorfoundry #TSMC #USinvestment
https://www.europesays.com/korea/88650/ -
Samsung Wipes Out AI Stocks. Is This the Buying Opportunity You Were Waiting For?
Quick Read Samsung posted record revenue and profit, yet AI spending anxiety sent semiconductor stocks tumbling, with Astera…
#EuropeSays #Korea #KR #Samsung #AIinfrastructure #AsteraLabs #capitalexpenditure #operatingprofit #SamsungElectronics #SamsungGroup #semiconductorindustry #top10AIstocks
https://www.europesays.com/korea/77857/ -
Microsoft to Cut 5,000 More Jobs After 15,000 Layoffs Last Year
Reuters/Yonhap News Microsoft (MSFT) will cut less than 2.5% of its total workforce as early as next week.…
#EuropeSays #Korea #KR #Seoul #AIemploymentimpact #AIinvestment #Azure #bigtechlayoffs #capitalexpenditure #Microsoftlayoffs #Xboxrestructuring
https://www.europesays.com/korea/71405/ -
https://www.europesays.com/ie/563735/ ASML Holding (NasdaqGS:ASML) Raises Revenue Guidance As AI Chip Spending Builds #AI #AiInfrastructure #ArtificialIntelligence #ArtificialIntelligence #ASMLHolding #CapitalExpenditure #Éire #EUVLithography #ExtremeUltravioletLithography #IE #Ireland #RevenueGuidance #Technology
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ASML Holding (NasdaqGS:ASML) Raises Revenue Guidance As AI Chip Spending Builds
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #AIinfrastructure #ASMLHolding #capitalexpenditure #EUVlithography #extremeultravioletlithography #RevenueGuidance
https://www.europesays.com/netherlands/28257/ -
Tech giants are not going to slash their AI spending plans, bullish tech analyst says
Don’t expect Big Tech CEOs to pull back on aggressive capital expenditure plans to appease weary shareholders. Today’s…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #AIrevolution #ArtificialIntelligence #capitalexpenditure #stockprices #Tech #Technology
https://www.newsbeep.com/us/733320/ -
Tech giants are not going to slash their AI spending plans, bullish tech analyst says
Don’t expect Big Tech CEOs to pull back on aggressive capital expenditure plans to appease weary shareholders. Today’s…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #AIrevolution #ArtificialIntelligence #capitalexpenditure #stockprices #Tech #Technology
https://www.newsbeep.com/us/733320/ -
https://www.europesays.com/ie/560266/ Tech giants are not going to slash their AI spending plans, bullish tech analyst says #AI #AIRevolution #ArtificialIntelligence #ArtificialIntelligence #CapitalExpenditure #Éire #IE #Ireland #StockPrices #tech #Technology
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Korea’s Memory Reliance Poses Risk, Experts Urge Future Investment
Speakers hold a discussion at the Korea Economic Association seminar “2026 Korean Economic Outlook: A Turning Point of…
#EuropeSays #Korea #KR #Seoul #AIbubble #capitalexpenditure #DRAMmemoryreliance #FKIeconomicoutlook #KERI #Koreasemiconductorexports #semiconductorvaluechain
https://www.europesays.com/korea/64245/ -
Alphabet Drops 10% on AI Capex Fears: Memory Chip Rally Reveals a Split Market
Alphabet shed roughly 10% on Monday in one of its sharpest single-session losses in months, as investors ran…
#EuropeSays #Korea #KR #SKHynix #AIinfrastructure #AIstocks #Alphabet #capitalexpenditure #high-bandwidthmemory #memorychipshortage #NoamShazeer #SK #SKhynix
https://www.europesays.com/korea/61959/ -
The AI Spending Boom Is Creating a Depreciation Time Bomb
The eye-watering capital expenditure plans of Big Tech has been one of the year’s biggest stories. Google, Meta,…
#NewsBeep #News #Artificialintelligence #AI #AIinfrastructure #Alphabet #Amazon #ArtificialIntelligence #BigTech #CA #Canada #capitalexpenditure #DataCenters #depreciation #hyperscalers #Meta #Microsoft #Technology
https://www.newsbeep.com/ca/746659/ -
The Iran War Is Inflating the AI Bubble, Wells Fargo Says
The war in Iran has only fueled the AI bubble, Wells Fargo analysts said. Loading audio narration… The…
#NewsBeep #News #BreakingNews #AI #aibubble #analyst #breakingnews #capitalexpenditure #equity #firm #growthopportunity #hormuz #Iran #iranwar #note #oilprice #Stock #strait #week #wellsfargo
https://www.newsbeep.com/550935/ -
Edible Garden (EDBL) reports Q1 2026 financials, RTD shift https://www.allforgardening.com/1770771/edible-garden-edbl-reports-q1-2026-financials-rtd-shift/ #CapitalExpenditure #ControlledEnvironmentAgriculture #EDBL #EdibleGarden #FreshCutHerbs #garden #Q12026Earnings #ReadyToDrinkNutrition #TetraPakIntegration
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Edible Garden (EDBL) reports Q1 2026 financials, RTD shift https://www.allforgardening.com/1770771/edible-garden-edbl-reports-q1-2026-financials-rtd-shift/ #CapitalExpenditure #ControlledEnvironmentAgriculture #EDBL #EdibleGarden #FreshCutHerbs #garden #Q12026Earnings #ReadyToDrinkNutrition #TetraPakIntegration
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AI cloud firm Nebius reports near eightfold revenue jump, shares surge
May 13 (Reuters) – Nebius Group reported a nearly eightfold rise in quarterly revenue on Wednesday, benefiting from…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #AIinfrastructurebusiness #ArtificialIntelligence #capitalexpenditure #CloudServices #coreAIcloud #datacenter #NebiusGroup #quarterlyrevenue #revenuegrowth #Technology #VisibleAlpha
https://www.newsbeep.com/us/640566/ -
#ByteDance is increasing its #capitalexpenditure on #AIinfrastructure to over 200 billion yuan, a 25% increase from the previous plan of 160 billion yuan. The increase is due to rising memory chip costs and the company’s growing commitment to AI. https://www.scmp.com/tech/article/3352906/bytedance-raises-2026-capex-least-25-amid-ai-boom-rising-memory-costs-sources-say?eicker.news #tech #media #news
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#ByteDance is increasing its #capitalexpenditure on #AIinfrastructure to over 200 billion yuan, a 25% increase from the previous plan of 160 billion yuan. The increase is due to rising memory chip costs and the company’s growing commitment to AI. https://www.scmp.com/tech/article/3352906/bytedance-raises-2026-capex-least-25-amid-ai-boom-rising-memory-costs-sources-say?eicker.news #tech #media #news
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#ByteDance is increasing its #capitalexpenditure on #AIinfrastructure to over 200 billion yuan, a 25% increase from the previous plan of 160 billion yuan. The increase is due to rising memory chip costs and the company’s growing commitment to AI. https://www.scmp.com/tech/article/3352906/bytedance-raises-2026-capex-least-25-amid-ai-boom-rising-memory-costs-sources-say?eicker.news #tech #media #news
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#Amazon CEO #AndyJassy defends the company’s $200 billion #capitalexpenditure in 2026, highlighting the success of its #AI and #customchip businesses. Jassy reveals that #AWS #AIrevenue has reached a $15 billion annual run rate and that Amazon’s internal chip business is generating over $20 billion annually. https://www.geekwire.com/2026/not-on-a-hunch-andy-jassy-defends-amazons-200b-spending-spree/?eicker.news #tech #media #news
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#Amazon CEO #AndyJassy defends the company’s $200 billion #capitalexpenditure in 2026, highlighting the success of its #AI and #customchip businesses. Jassy reveals that #AWS #AIrevenue has reached a $15 billion annual run rate and that Amazon’s internal chip business is generating over $20 billion annually. https://www.geekwire.com/2026/not-on-a-hunch-andy-jassy-defends-amazons-200b-spending-spree/?eicker.news #tech #media #news
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#Amazon CEO #AndyJassy defends the company’s $200 billion #capitalexpenditure in 2026, highlighting the success of its #AI and #customchip businesses. Jassy reveals that #AWS #AIrevenue has reached a $15 billion annual run rate and that Amazon’s internal chip business is generating over $20 billion annually. https://www.geekwire.com/2026/not-on-a-hunch-andy-jassy-defends-amazons-200b-spending-spree/?eicker.news #tech #media #news
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https://winbuzzer.com/2026/03/24/jpmorgan-launches-cds-basket-hedge-ai-debt-risk-xcxwbn/
JPMorgan Launches CDS Basket to Hedge AI Debt Risk
#AI #AIInvestment #Oracle #Alphabet #Amazon #Meta #Microsoft #DataCenters #Hyperscalers #WallStreet #AIDisruption #CapitalExpenditure #Anthropic #Claude #Citadel #JpmorganChase #GoldmanSachs
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https://winbuzzer.com/2026/03/24/jpmorgan-launches-cds-basket-hedge-ai-debt-risk-xcxwbn/
JPMorgan Launches CDS Basket to Hedge AI Debt Risk
#AI #AIInvestment #Oracle #Alphabet #Amazon #Meta #Microsoft #DataCenters #Hyperscalers #WallStreet #AIDisruption #CapitalExpenditure #Anthropic #Claude #Citadel #JpmorganChase #GoldmanSachs
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https://winbuzzer.com/2026/03/24/jpmorgan-launches-cds-basket-hedge-ai-debt-risk-xcxwbn/
JPMorgan Launches CDS Basket to Hedge AI Debt Risk
#AI #AIInvestment #Oracle #Alphabet #Amazon #Meta #Microsoft #DataCenters #Hyperscalers #WallStreet #AIDisruption #CapitalExpenditure #Anthropic #Claude #Citadel #JpmorganChase #GoldmanSachs
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While competitors like Amazon, Google, Microsoft, and Meta are spending billions on AI infrastructure, #Apple has taken a different approach. By #licensing #AImodels and leveraging its existing user base of 2 billion devices, Apple is able to implement #distributedAI without the massive #capitalexpenditure. This strategy allows Apple to focus on owning the customer experience. https://asymco.com/2026/03/10/the-most-brilliant-move-in-corporate-history/?eicker.news #tech #media #news
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While competitors like Amazon, Google, Microsoft, and Meta are spending billions on AI infrastructure, #Apple has taken a different approach. By #licensing #AImodels and leveraging its existing user base of 2 billion devices, Apple is able to implement #distributedAI without the massive #capitalexpenditure. This strategy allows Apple to focus on owning the customer experience. https://asymco.com/2026/03/10/the-most-brilliant-move-in-corporate-history/?eicker.news #tech #media #news
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While competitors like Amazon, Google, Microsoft, and Meta are spending billions on AI infrastructure, #Apple has taken a different approach. By #licensing #AImodels and leveraging its existing user base of 2 billion devices, Apple is able to implement #distributedAI without the massive #capitalexpenditure. This strategy allows Apple to focus on owning the customer experience. https://asymco.com/2026/03/10/the-most-brilliant-move-in-corporate-history/?eicker.news #tech #media #news
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Budget 2026: Fiscal deficit, capex, borrowing and debt roadmap among key numbers to track
Finance Minister Nirmala Sitharaman is set to present her record ninth straight Union Budget, with markets closely tracking…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Economy #Budget2026 #Business #capitalexpenditure #fiscaldeficit #Indiaeconomy #nirmalasitharaman
https://www.newsbeep.com/us/441586/ -
Cash doles by states unsustainable, bound to impact borrowing costs: Survey
As unconditional cash transfers become a norm across states, the Economic Survey on Thursday red-flagged their ris…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Economy ##EconomicSurvey ##FiscalDiscipline ##FiscalPopulism ##SovereignBorrowingCosts ##UnconditionalCashTransfers #Business #CapitalExpenditure #IndiaEconomy #RevenueDeficit #StateFinances #WomenEmpowerment
https://www.newsbeep.com/us/438732/ -
#Microsoft reported better-than-expected fiscal first-quarter results, driven by a 40% jump in #Azure cloud revenue. However, the stock slipped in extended trading after the company announced an acceleration in #capitalexpenditure growth for the fiscal year. This increase in spending is attributed to the company’s efforts to build out #infrastructure to support #AI demand. https://www.cnbc.com/2025/10/29/microsoft-msft-q1-2026-earnings-report.html?eicker.news #tech #media #news
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#Microsoft reported better-than-expected fiscal first-quarter results, driven by a 40% jump in #Azure cloud revenue. However, the stock slipped in extended trading after the company announced an acceleration in #capitalexpenditure growth for the fiscal year. This increase in spending is attributed to the company’s efforts to build out #infrastructure to support #AI demand. https://www.cnbc.com/2025/10/29/microsoft-msft-q1-2026-earnings-report.html?eicker.news #tech #media #news
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#Microsoft reported better-than-expected fiscal first-quarter results, driven by a 40% jump in #Azure cloud revenue. However, the stock slipped in extended trading after the company announced an acceleration in #capitalexpenditure growth for the fiscal year. This increase in spending is attributed to the company’s efforts to build out #infrastructure to support #AI demand. https://www.cnbc.com/2025/10/29/microsoft-msft-q1-2026-earnings-report.html?eicker.news #tech #media #news
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The current #AI #datacentre #buildingboom, driven by the increasing demand for #computingpower, has led to substantial #capitalexpenditure by tech companies. The involvement of private #creditfunds, which borrow from #banks, adds to the risk, as a bust in private credit could impact bank balance sheets and pose a #systemicrisk to the #financialsystem. https://www.noahpinion.blog/p/will-data-centers-crash-the-economy?eicker.news #tech #media #news
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The current #AI #datacentre #buildingboom, driven by the increasing demand for #computingpower, has led to substantial #capitalexpenditure by tech companies. The involvement of private #creditfunds, which borrow from #banks, adds to the risk, as a bust in private credit could impact bank balance sheets and pose a #systemicrisk to the #financialsystem. https://www.noahpinion.blog/p/will-data-centers-crash-the-economy?eicker.news #tech #media #news