AI Capex

Amazon's $200B AI Investment Shocks Wall Street, Stock Drops 10% Wall Street AI Fears Overblown as Tech Stocks Tumble, Analysts Say Amazon Earnings Preview: AWS AI Growth Key to 2026 Performance Wall Street Splits on Microsoft vs Meta AI Spending Surge Microsoft AI Spending Triggers Tech Stock Selloff, Software Sector Enters Bear Market Jim Chanos: Invest in AI Models, Not Data Centers AI Spending Spree: How Tech Giants' Debt Could Drive Up Interest Rates AI Investment Bubble Warning: $12B Firm CIO Predicts End of Dominance Morgan Stanley: AI Capex and Energy Bottlenecks Top Investment Themes AI Spending Boom Drives 92% of US GDP Growth Amid Trade War Retail Giants' AI Investment Surge: Walmart Leads $55B Spending Wave Alphabet's $75B AI Investment Sparks Investor Concerns Over Returns DeepSeek AI Threatens US Stock Market Dominance, Says BofA Strategist Stock Market AI Bubble Just Starting, Could Rally Until 2025: Morgan Stanley Microsoft vs Google: Cloud AI Battle Heats Up With Billions in Spending Microsoft Beats Estimates, Ramps Up AI Capex to $20B in Q1 2024 Bank of America: AI Boom Mirrors 1990s Internet Era, $1T+ Investment Ahead