Ero Copper Corp. is rated Hold with shares currently priced for perfection at $27 above the $24.55 fair value target. Learn ...

Meta Platforms, Inc.’s massive AI CapEx is not a visionary growth strategy but a defensive response to structural disruption in advertising driven by generative and agentic AI. The entry of OpenAI ...

Fallout from quarterly reports from Kyndryl and Monday.com, and what may be next for both. Why the capex spending won't slow anytime soon. Whether the debt-fueled growth at CoreWeave and Oracle is ...

Microsoft Corp (MSFT) reported strong operating cash flow (+60% YoY) for its fiscal Q2 ending Dec. 31, 2025. However, free cash flow fell 9.3% YoY and was down 77% QoQ. This was mainly due to a ...

As hyperscalers begin to report earnings this week, the market will be looking for big increases in artificial intelligence capital-expenditure spending projections. The question is: Will the market ...

Big tech companies’ capital expenditure (capex) on AI has become so large that it is at risk of making some companies go cash-flow negative, a “red flag” for stock valuations, according to analysts at ...

Oracle’s ORCL increasing cloud capital spending is positioning the company for its next growth phase by expanding capacity to meet rising AI and enterprise cloud demand. Management raised its fiscal ...