MarketPulse

capital expenditure

105 articles
Investing.comInvesting.com··Timothy Fries

Rivian Raises 2026 Delivery Targets on Strong Q4 Results and R2 Launch

Rivian's stock surged 20% after beating Q4 expectations and raising 2026 delivery guidance to 62,000-67,000 vehicles, boosted by upcoming R2 SUV launch.
RIVNVWAGYcapital expenditureearnings report
The Motley FoolThe Motley Fool··Billy Duberstein

Ackman's Pershing Square Exits Chipotle, Deploys $2B Into Meta

Billionaire Bill Ackman's Pershing Square exits Chipotle, deploying $2 billion into Meta, betting on AI infrastructure leverage and attractive valuation.
METAGOOGGOOGLCMGvaluationcapital expenditure
The Motley FoolThe Motley Fool··Patrick Sanders

Five Tech Stocks Poised to Gain From $650B AI Infrastructure Surge

Tech companies benefiting from $650B AI infrastructure spending include Nvidia, TSMC, Digital Realty, Nebius, and Credo Technology across semiconductor, data center, and networking sectors.
NVDAMETAMSFTAMZNGOOG+8hyperscalersdata centers
The Motley FoolThe Motley Fool··Will Healy

Amazon and MercadoLibre Navigate Divergent Growth Paths Amid Investment Pressures

Amazon invests $200B in AI amid profitability concerns, while MercadoLibre faces fintech credit losses. Amazon shows 12% growth; MercadoLibre 37% but carries emerging market risks.
AMZNMELIfintechcapital expenditure
The Motley FoolThe Motley Fool··Danny Vena, Cpa

Wall Street Consensus Strongly Favors Nvidia Ahead of Key Earnings Date

94% of analysts rate Nvidia as buy/strong buy ahead of earnings. Strong AI demand from major tech companies supports bullish consensus despite recent 9% stock decline.
NVDAMETAMSFTAMZNGOOG+3valuationcapital expenditure