There are opportunities over the long-term within mega-cap technology stocks, especially if there is pullback on capital ...

Even though depreciation costs are rising quickly from all the capex of 2023 through 2025, these AI cloud units are likely ...

while changes in data center spending have raised questions over the sustainability of big tech’s AI capex. These have prompted investors to reassess an AI rally that has run for more than two years.

Small- and midcap AI semis have faced multiple compression on capex and economic fears, though earnings outlooks remain stable. If AI infrastructure spending sustains its momentum, these segments ...

Trump's reciprocal tariffs could slow corporate decisions and impact consumer spending, with uncertainty over AI CapEx return profiles. Tariff impacts may shift U.S. consumer spending from goods ...