SocGen Says Higher Yields May Put AI Debt Capex at Risk

Kokou Agbo-Bloua, global head of economics, cross-asset and quant research at Societe Generale Corporate and Investment ...
Seeking Alpha

Capex Spending On AI Is Masking Economic Weakness

The U.S. economy’s recent growth has a distinctive engine: large‑scale capital expenditures tied to artificial intelligence. Although the surge in AI investment is impressive, it masks several ...
Seeking Alpha

How To Play The Coming AI Capex Bust

AI capex spending, driven by Amazon, Microsoft, Alphabet, and Meta, is fueling massive gains in data center and semiconductor stocks; 12 stocks are specifically listed. Warning signs point to a ...
Yahoo Finance

The AI "Capex Trap" Is Wall Street's Biggest Fear Right Now. Here's Why I Think It's Overblown.

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CNBC

OpenAI's spending bonanza has Wall Street focused on capex in Big Tech earnings reports

Microsoft, Meta and Alphabet report quarterly results on Wednesday, followed by Amazon and Apple on Thursday. Investors are particularly focused on capital expenditures, as they look closely to see ...