The U.S. economy’s recent growth has a distinctive engine: large‑scale capital expenditures tied to artificial intelligence. Although the surge in AI investment is impressive, it masks several ...
Kokou Agbo-Bloua, global head of economics, cross-asset and quant research at Societe Generale Corporate and Investment Banking, discusses the rising 10-year Treasury yield and its impact on ...
Nvidia faces significant downside risk as its valuation hinges on sustained, elevated AI capex from Big Tech. Recent stock price declines among major tech companies make a broad AI capex slowdown ...
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 ...
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That puts a massive spotlight on the company, particularly as it tries to balance building out massive AI infrastructure projects and keeping increasingly nervous shareholders at bay. While many ...
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