Amazon tumbled after its 4Q FY2025 earnings, driven by concerns over overspending tied to its $200B capex outlook and negative FY2026 FCF, which is overdone. AMZN's FY2026 capex outlook implies a ...

As John Templeton once said, believing that “this time is different” can be one of the costliest ideas in investing. So why should we think the AI boom is any different? Futuriom’s research service, ...

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 ...

My model estimates Meta's 2026 CapEx at $106–$119B, with a base case of $111B. Furthermore, after the $40B in non-cancelable third-party commitments, the company has $121B in non-cancelable ...

Oracle Corp ORCL shares are trading higher Thursday morning as investors digest recent news highlighting the company’s aggressive push into artificial intelligence against a backdrop of strategic cost ...

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