Ives said that while higher AI infrastructure spending may weigh on margins in the near term, accelerating adoption of AI by ...

AI capex boom faces rising credit risk: hyperscalers’ debt, widening spreads, and off-balance-sheet leases plus risky ...

Cipher Digital, Micron, and Broadcom all look poised to be big winners as Alphabet continues to boost its capex budget.

Capex is the main event for tech investors heading into major earnings reports. Gene Munster says the 2027 outlook is ...

Microsoft has dropped 22% over the past year while posting four straight earnings beats, and the reason Wall Street keeps ...

Alphabet delivered revenue and operating income growth, but the market focused on surging AI-driven capital expenditures.

Alphabet just posted a cloud quarter that should have sent shares soaring, yet investors are selling hard this morning. The ...

Nvidia ( NVDA -1.56%) is the world's largest company by market cap, and many investors are a bit worried that its stock may ...

The artificial intelligence boom has divided Big Tech into two camps. One group is spending at a pace rarely seen in ...

CNBC's Seema Mody and MacKenzie Sigalos report on trends regarding AI's capex concerns.

Meta's AI strategy has quietly shifted from playing catch-up to raising the stakes in ways most analysts have yet to price in ...