This mismatch may become harder to ignore as the value of their spending is written off. Morgan Stanley forecasts that, collectively, Microsoft, Oracle, Meta Platforms and Alphabet could book more ...

The AI trade has been hobbled by a handful of bearish concerns in the last few months. Fears of an AI bubble have percolated, while other concerns like GPU depreciation are also spooking Wall Street.

Meta Q4 shows an AI narrative shift with ad price lift and CapEx fears priced in; watch margin compression. Click here to ...

As Big Tech companies ramp up their capital expenditures, rising depreciation costs are threatening their margins, and Wall Street seems to be vastly underestimating the impact Alphabet, Amazon and ...

Meta's advertising business is firing on all cylinders, but capital expenditures are soaring. The social media company's capital expenditures are expected to surpass $100 billion next year. As Meta's ...

As John Templeton once said, believing that “this time is different” can be one of the costliest ideas in investing. So why should we think the AI boom is any different? Futuriom’s research service, ...

UTI AMC's Karthikraj Lakshmanan anticipates Budget 2026 will balance fiscal discipline with growth, focusing on capital ...