41 stories tagged with #apex, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
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Netflix’s ‘Apex’ Holds Off ‘Euphoria’ and ‘The Boys’ as Top Streaming Title | Chart
Netflix's action thriller Apex, starring Charlize Theron and Taron Egerton, tops this week's Samba TV report.…
Meta Q1 Review: Investors Hate Capex When They Should Love It
Meta Platforms delivered robust Q1 results, with 33% YoY revenue growth and a 62% EPS beat, yet shares fell on increased capex guidance. Learn more about META stock here.…
3 of 4 Mag 7 Tech Giants Slumped on CapEx Concerns Despite Beating Earnings
JPMorgan Downgrades Meta to Neutral: Are AI CapEx Concerns Finally Catching Up?
Taron Egerton Signs With WME
Taron Egerton has signed with WME in all areas.…
Alphabet Earnings: Great Growth, Alarming CapEx
Alphabet Q1 earnings: cloud growth surges, but CAPEX spikes and FCF dips. Click for this GOOG update and a look at the stock's prospects following this news.…
VIX in Whipsaw on Sticky Inflation, Fed Dissent and Lofty AI Capex
A Subtle Change Took Place For The Capex Story
Tech megacaps’ 2026 capex is rising; learn why this cycle differs and what it means for semiconductor suppliers (SMH) facing margin risk—read the full analysis here.…
Magnificent Earnings May Not Last
Hyperscalers’ earnings beat, but $700B+ AI CapEx raises ROI risks. Click for this updated look at the latest earnings from META, GOOG, MSFT, and AMZN.…
Big Tech's Capex Surge: Why Paul Tudor Jones Is Right About The Liquidity Squeeze
In the latest earnings reports across the AI kings, the capex fatigue thesis didn't show up. Instead, it continues to accelerate. It's because the demand/revenue is locked in. Read…
Alphabet pops, Meta tanks as each company raises capex spend
Both Alphabet and Meta said they expect their capex to continue growing this year, but investors sent Alphabet's shares up, while Meta's stock slid.…
Microsoft: Everyone Sees CapEx, Few See The Strength In AI Growth
Microsoft Corporation’s AI CapEx is squeezing free cash flow, but cloud demand is accelerating. Click here to read this earnings analysis of MSFT stock.…
Microsoft shares slide: Delivers beat but OpenAI exposure and capex cloud outlook
Meta Platforms: AI Splurge Spooks Investors, Why It's A Buy-The-Dip Opportunity
Meta Platforms (META) remains a buy as valuation is attractive despite a sharp post-earnings decline and ambitious capex plans.…
Google, Microsoft, Meta, and Amazon capex spending to hit $725 billion in 2026, up 77% from last year — analyst says bear thesis is 'garbage'
Microsoft's CFO attributed $25 billion of its record capex budget to rising memory chip prices.…
Microsoft Q3: $190B CapEx Looks Scary, But 40% Azure Growth Says Otherwise
Microsoft delivered a strong fiscal Q3, with revenue and EPS beating expectations, while Azure grew 40% year-over-year, outperforming guidance and...…
Meta Tumbles 8% on $145 Billion CapEx Bombshell: Are AI Investments Spiraling Out of Control?
Meta Platforms Trades At The Lowest Multiple Among Mag 7 Stocks
Meta Platforms delivered a Q1 revenue beat with 33% YoY growth and strong EPS, yet shares sold off on increased CapEx guidance. See why META stock is a Buy.…
Microsoft forced to up AI spending by $25 billion to cover hardware price rises — says it 'remains confident in the return on these investments'
Microsoft expects a $190 billion capex in fiscal 2026, but around $25 billion of that is believed to come from rising costs.…
Get 32GB of RAM and 2TB SSD for $406 when paired with AMD's new 9950X3D2 — Asus ROG X870E Apex gets you a monster overclocking AM5 bundle for $2,048, $400 off
Save 16% on this premium combo from Newegg and overclock your 9950X3D2 to the moon…
Wall Street Breakfast Podcast: Big Tech Delivers, Capex Jumps
Alphabet stock rises on strong financial growth and quarterly beat. Meta's increased capex, lackluster guidance spook investors. Amazon discusses 'The Apprentice' reboot - report.…
Goldman Sachs lowers Meta stock price target to $830 on capex rise
Meta drops 8% premarket as rising capex outweighs solid results
Stifel cuts Meta stock price target to $780 on capex concerns
Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record $130B in Q1 and is projected to reach $725B in 2026, up 77% from $410B in 2025 (Financial Times)
From Financial Times. View the full context on Techmeme.…
Meta stock drops on quarterly results as 'internet disruptions' in Iran drag down user numbers
Meta beat on revenue, but showed disappointing user numbers and its capital expenditures were below estimates.…
Seagate: The Biggest Risk Is Buying At The Top Of The Industry Capex Cycle
Seagate Technology stock analysis: data center demand vs. unsustainable hyperscaler capex. Click for this STX earnings update.…
Meta just bumped its 2026 capex forecast up to as much as $145 billion for the AI boom—and investors flinched
CEO Mark Zuckerberg is planning to spend more on infrastructure in 2026 than Meta did in all of 2024 and 2025. Meta's stock fell 6% in after-hours trading.…
Alphabet ups 2026 capex to as much as $190 billion, expects to 'significantly increase' in 2027
Alphabet reported first-quarter earnings, posting booming cloud revenue and upping its full-year capex spend to as much as $190 billion.…
Gerdau S.A. (GGB) Q1 2026 Earnings Call Prepared Remarks Transcript
Gerdau S.A. (GGB) Q1 2026 Earnings Call April 28, 2026 11:00 AM EDTCompany ParticipantsGustavo Werneck - Member of Board of Executive Officers, CEO &...…
China-U.S. tensions build over Iran and AI before Trump meets Xi
Donald Trump and Xi Jinping are headed toward a summit next month with a shared desire to stabilize ties. That calm is being tested as both leaders rush to shore up strategic vulne…
Alphabet’s $175B-$185B AI capex plan doubles prior levels amid antitrust scrutiny
Alphabet plans $175B-$185B in AI capex, doubling prior levels amid antitrust scrutiny. NVIDIA as largest company by market cap on April 30 at 99.8% YES.…
Meta Q1 earnings to shine spotlight on spending, with capex nearly doubling from last year
Oracle: Investors Fear CapEx, But They Might Be Missing The Upside
Oracle (ORCL) rated Buy (from Strong Buy): Q3 revenue +22%, cloud +44%, AI infra +243%. CapEx/FCF risks but ~33% upside.…
Nebius: The Neocloud Window Is Temporary
Nebius Group is rated Sell due to extreme valuation, heavy $16B–$20B CapEx and execution risk despite AI growth and a big backlog. Click for more on NBIS stock.…
AI capex-sensitive stocks Oracle, SoftBank fall amid rising OpenAI worries - Investing.com
Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…
OpenAI CFO reportedly at odds with Sam Altman over missed revenue target—even as AI capex is set to hit $660 billion - Fortune
OpenAI CFO reportedly at odds with Sam Altman over missed revenue target—even as AI capex is set to hit $660 billion Fortune…
OpenAI CFO reportedly at odds with Sam Altman over missed revenue target—even as AI capex is set to hit $660 billion
Everything you need to know before you reach the office this morning.…
AI capex-sensitive stocks fall amid rising OpenAI worries
Deep Sail Capital Q1 2026 Investor Letter
Deep Sail Capital Partners analyzes its Q1 2026 performance and the impact of the AI infrastructure supercycle. Read the full analysis for more details.…
FBOT ETF: Risky Fund, But If AI Capex Holds, This Should Outperform
The Fidelity Disruptive Automation ETF offers concentrated exposure to companies enabling the AI infrastructure buildout, not a broad global equity proxy. Learn more about the FBOT…