Prysmian is positioned to benefit from hyperscaler CAPEX growth, with Digital Solutions showing 9% organic growth and EBITDA ...

Palantir Technologies Inc. is positioned for long-term growth, driven by catalysts unveiled at AIPCon 10. Learn more about ...

'op_co2_network_fom_pipe': 'Operation: Fixed O&M - CO2 pipe', 'op_co2_network_fom_spur': 'Operation: Fixed O&M - CO2 spur', 'op_fom_costs': 'Operation: Fixed O&M ...

Oracle ORCL reported in-line fourth-quarter results, with total revenue up 21% to $19 billion and cloud revenue up 47% to nearly $10 billion. The company delivered more than 1.2 gigawatts of data ...

The market’s expectations for capital spending among so-called hyperscalers in 2027 are way too conservative. Combined with valuations of AI-related stocks expanding to post-ChatGPT-launch highs, this ...

Bank of America sees an "air pocket" forming in the tech trade. The bank's analysts, led by chief US stock strategist Savita Subramanian, are still broadly bullish on tech, but say they're cautious as ...

During Wednesday evening's earnings call, Huang said he thought AI capital expenditures could get up to $4 trillion annually. That's way ahead of Wall Street's estimate trajectories. Nvidia CEO Jensen ...

The next five-year capital plan from Duke Energy Corp. could eclipse $100 billion, executives said recently, setting a new high-water mark among utilities as they seek to address rising demand.

Understand the concept of excess cash flow and how it influences financial obligations in loan contracts. Learn detailed ...

Amazon CEO Andy Jassy at AWS re:Invent in 2025. (GeekWire File Photo) Generative AI bear Gary Marcus called the AI capex boom the “greatest capital misallocation in history.” Goldman Sachs analyst ...

Maybe the hundreds of billions that some of the big tech titans are investing in CapEx will prove too little. At least, that’s what the latest quarter of Alphabet (NASDAQ:GOOG | GOOG Price Prediction) ...