capital expenditure

Google Cloud's 48% growth and Symbotic's profitability turnaround offer compelling value as AI stocks face selling pressure from growth concerns.

Meta commits to purchasing 6 gigawatts of AMD GPUs and receives warrants for 160 million AMD shares as part of AI infrastructure diversification strategy.

Tariffs and budget deficits may pressure 2026 equities through earnings uncertainty and higher interest rates, while AI stock valuations face correction risks.

Delek Logistics hit record $536M EBITDA in 2025, boosted acquisitions and infrastructure expansion. Company raised distributions for 52nd consecutive quarter while diversifying revenue away from sponsor.

CoreWeave shares fell 11% despite 110% revenue growth, as widening losses and weak forward guidance raised profitability concerns amid massive debt and negative cash flow.

Nvidia reports record $68B Q4 revenue, 73% YoY growth, driven by surging AI infrastructure demand from cloud providers investing heavily in data center hardware.

Portnoy Law Firm sues Oracle on behalf of investors who suffered losses between June-December 2025 amid stock volatility and major AI infrastructure spending announcements.

Meta commits to multi-year AMD GPU deal worth up to 6 gigawatts, diversifying its AI chip suppliers away from single-source dependency.

Lone Pine Capital liquidated its Meta position and shifted to TSMC as top holding, citing Meta's aggressive AI spending concerns while favoring semiconductor demand benefiting from AI growth.

Two data center leaders diverge: Applied Digital pursues long-term AI infrastructure growth, while Vertiv offers near-term earnings stability with $15B backlog in expanding $9.99B sector.

Microsoft's revenue grew 17% to $81.3B, but $37.5B quarterly capex surge sparked investor concerns about AI infrastructure spending justifying returns.

Alphabet's stock surged 70% on strong cloud and AI growth, but ambitious $175-185B 2026 AI spending plans create execution uncertainty for investors.

Tech giants are redirecting record cash to AI infrastructure, with 2026 spending projected at $667 billion—surpassing Dot-Com era investment intensity and cutting shareholder buybacks significantly.

D-Wave Quantum Computing dropped 37% amid software sector decline. Elevated valuations and extended timeline to profitability raise concerns about financial sustainability.

Amazon stock dropped 20% from November peaks due to $200 billion AI spending plans weighing on near-term profits, though analysts remain bullish with $285 price targets.

Amazon ranks first among hedge fund picks despite a 20% pullback, driven by confidence in its $200 billion AI infrastructure investment and strong analyst support.

Three tech stocks—Broadcom, SanDisk, and Nebius—positioned for growth in AI infrastructure through semiconductors, storage, and data centers respectively.

Amazon invests $12 billion in Louisiana data centers to expand AI infrastructure, creating 540 direct jobs and supporting 1,710 indirect positions amid surging cloud computing demand.

Google plans to double 2026 capital spending to $175-185 billion for AI infrastructure, despite investor concerns about costs and compressed cash flow from the massive investment.

Oracle faces a class action lawsuit alleging it failed to disclose financial risks tied to its AI infrastructure investments, citing misaligned capital spending and revenue growth.