MarketPulse

cloud computing growth

2 articles
The Motley FoolThe Motley Fool··Jeremy Bowman

Meta's $145B Capex Ceiling Signals Extended AI Boom for Chip Giants Nvidia, Micron

Meta raises capex guidance to $145B citing higher chip costs, signaling sustained AI infrastructure spending benefiting semiconductor makers.
NVDAMETAMSFTMUAMZN+2hyperscalerscapital expenditure
The Motley FoolThe Motley Fool··Keithen Drury

Microsoft Stock Slides 30% From Peak, But Fundamentals Suggest Deep Value Play

Microsoft stock down 30% from 2026 highs amid Magnificent Seven weakness, yet cloud revenue surges 39% YoY and valuations appear compressed versus historical averages.
MSFTAI investmentMagnificent Seven