Ordinarily, I have used gross rather than net capital expenditures in my free cash flow calculations. Recently, an article made me rethink my choice of CapEx figures. Here I explain why, perhaps, net ...

Meta's recent earnings report shows strong growth prospects in their AI segment through the newly launched Llama 3 AI model. The company's revenue rose YoY to $36.46 billion in Q1 2024 and expects ...

The major theme over the past month in Big Tech and AI semiconductors has been the durability of demand: essentially, what is Big Tech’s return on more than $150 billion in capex over the last twelve ...

Nebius Group N.V. NBIS is doubling down on AI infrastructure with an ambitious $2 billion capital expenditure plan for 2025, up from its earlier guidance of $1.5 billion. NBIS stated that the increase ...

India's capex revival is led by defence and capital goods, fueled by improving macros, policy support, and rising investments.

It was just yesterday for many that window shopping and browsing catalogs were the only ways to be a consumer product voyeur. Most of the time, no one really knew that at that moment, you were likely ...

The growth outlook for 2026 for public and private capex appears to be more balanced, say economists. Private capex would be ...

The company forecasts Q3 revenue between $12.6 billion and $13.6 billion, with a midpoint gross margin of approximately 36% and breakeven non-GAAP EPS, citing a cautious approach due to recent ...