Rheinmetall AG (RHM.DE) unveiled a €270 million investment in Boxer and drone production facilities, boosting capacity for armored vehicles and unmanned systems…
Amazon's 2 million Nvidia chip purchase accelerates its data center build-out, lifting Nvidia demand and underscoring Amazon's cloud AI infrastructure investment.
SpaceX stock extends its decline to 11% premarket amid fears over capital spending, free cash flow pressure, and the expiration of a…
Meta Platforms (META) Q2 2026 earnings reveal free cash flow at a four-year low, driven by aggressive AI and metaverse capital expenditures,…
Tesla's failure to match Big Tech AI spending levels casts doubt on its ability to achieve full autonomy and compete in the…
Meta Platforms explores cloud computing venture to monetize artificial intelligence investments, intensifying competition with Amazon, Microsoft, and Google in the cloud market.
Chip-equipment stocks rallied with ASML at the forefront after Samsung and SK Hynix announced major investments in semiconductor manufacturing, fueling bullish sentiment…
BHP Group's $2.3 billion writedown on its Jansen potash project, driven by runaway costs and schedule overruns, rattled mining stocks and highlighted…
IREN’s $21.1 billion AI infrastructure funding gap highlights the billions required for Bitcoin miners to retrofit operations into data centers, signaling a…
Goldman Sachs projects AI capital spending will surpass analyst estimates next year, supporting a bullish outlook for US equities and reinforcing the…
Japanese toilet maker Toto boosts capital spending to capture rising demand for its advanced ceramics from AI chipmakers, signaling a strategic expansion…
Memory chip stocks rally as AI demand drives trillion-dollar capex question, but oversupply risks loom for Micron and semiconductor ETFs.