MarketPulse

capex spending

5 articles
The Motley FoolThe Motley Fool··Will Healy

Tech Giants' AI Spending Spree Isn't the Capex Trap Wall Street Fears

Amazon and Alphabet's $100B+ annual AI spending strengthens balance sheets and generates free cash flow, suggesting Wall Street's capex trap fears are overblown.
AMZNGOOGGOOGLAI infrastructurefree cash flow
The Motley FoolThe Motley Fool··Manali Pradhan, Cfa

TSMC Slides on Iran Tensions: Why Long-Term Investors See Opportunity

TSMC slides 7% on Iran tensions but fundamentals remain strong with 25.6% revenue growth and 72% market share, presenting potential buying opportunity for long-term investors.
TSMAI chipssemiconductor
GlobeNewswire Inc.GlobeNewswire Inc.··Bragar Eagel & Squire, P.C.

Legal Action Targets Paysafe and Oracle Over Disclosure Failures

Class action lawsuits filed against Paysafe and Oracle alleging material disclosure failures. Paysafe stock fell 27.6% on undisclosed risks; Oracle faces allegations over understated AI CapEx requirements.
ORCLORCLpDPSFEclass action lawsuitshareholder rights
Investing.comInvesting.com··Sam Quirke

Amazon's AI Bet Triggers Selloff, But AWS Surge Signals Recovery Potential

Amazon shares plunged on $200B AI capex and declining free cash flow, but accelerating AWS growth and analyst price targets suggest significant upside ahead.
AMZNstock declineAWS
Investing.comInvesting.com··Zacks Investment Research

Salesforce Edges Oracle on Valuation and AI Momentum, Data Shows

Salesforce outpaces Oracle on valuation and AI momentum, trading at lower P/E while its Agentforce AI division surges 330% YoY. Oracle faces headwinds from heavy capex and execution risks.
ORCLORCLpDCRMearnings growthcloud infrastructure