▲ Peaking
Business
Meta’s Unending AI Spending
Meta is seeking up to $95 billion in equity to fund an aggressive and unending expansion of its artificial intelligence infrastructure.
Capital Expenditure
15 trends tracked about this subject — the full history, oldest to newest below.
▲ Peaking
Business
Does enough capital exist to finance everyone’s ambitious AI spending plans?
Financial markets are grappling with a growing tension between Big Tech's ambitious AI spending and fears that a massive investment bubble is nearing a collapse.
◼ Archived
Business
What is the AI capex breakeven rate?
Financial institutions project unprecedented artificial intelligence capital expenditure surges reaching trillions of dollars.
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Business
McDonald's CEO expects high inflation, lackluster traffic are here to stay
12 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom's Hidden Ledger
Reports suggest Alphabet, Meta, and Microsoft are concealing $3 trillion in debt amid a massive surge in artificial intelligence infrastructure spending.
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Business
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Mark Zuckerberg Is Betting Up to $145 Billion on AI Infrastructure in 2026
Mark Zuckerberg is directing up to $145 billion toward AI infrastructure in 2026 as Meta pivots its core business strategy toward artificial intelligence.
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Business
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Microsoft blinked a little in the AI capex race. Wall Street loved it.
Microsoft stock is soaring as Wall Street reacts positively to a strategic shift in the company's AI capital expenditure approach.
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Business
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Everyone Wants to Build the Best AI Model. Amazon Wants Something More Valuable.
Amazon pours billions into data centers, betting infrastructure beats the race for the best AI model.
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Business
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Why another shocking Meta capex number may keep the stock underwater
Investors are bracing for Meta's Q2 earnings report as a streak of losses and concerns over capital expenditure pressure the stock price.
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Business
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Tesla Short Sellers Mint $4 Billion Profit as Shares Nosedive
Tesla shares have plummeted following a profit miss and high capital expenditure, triggering massive gains for short sellers.
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Business
🔮 holds
Tesla stock slides after profit miss; full-year capex spend of $25 billion confirmed
Tesla shares suffer a massive double-digit drop following a profit miss and a confirmed twenty-five billion dollar capital expenditure plan.
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Business
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Alphabet earnings updates: Stock sinks during analyst call as company hikes 2026 capex
Alphabet's stock declines as the company raises its 2026 capital expenditure estimate to $205 billion amid massive AI investments.
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Business
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AI Bubble Burst: Alphabet Could Be The First To Cut AI Capex (NASDAQ:GOOG)
Alphabet is facing scrutiny over its massive AI capital expenditures as investors weigh the potential for a bubble burst against long-term payoffs.
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Business
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TSMC Adds $100 Billion to Its U.S. Spending Plan
TSMC is significantly expanding its American footprint with a new $100 billion pledge to increase domestic chipmaking capacity.
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Business
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The Boardroom Debate That Led to IBM’s Historic 25% Stock Plunge
IBM shares have plunged 25% following a weak financial report and a massive shift in AI capital expenditures.