Investors continue to closely track the “Magnificent 7” stocks — Alphabet ($GOOGL), Amazon ($AMZN), Apple ($AAPL), Meta ...
This Magnificent 7 name has lagged its peers lately, but has done so for reasons that might mask some much bigger bullish points.
Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
Amazon expects to invest a staggering $125 billion in capex in 2025, up from its previous forecast of $118 billion. The company anticipates that number to grow in 2026 as it seeks to capitalize on the ...
Aible exhibited in NVIDIA’s booths at HPE Discover Barcelona and AWS Re:Invent Demonstrating Aible running air-gapped on NVIDIA DGX Spark, creating agents that can then be published to AWS to run ...
So far, Bloom Energy has deployed over 1.5 gigawatts of low-carbon power across nearly 1,200 sites worldwide. That is enough ...