Tech giants are engaged in a massive global AI infrastructure capex spree, set to cross $400 billion in 2025, driven by the ...

There is the risk of capital allocation without return. AI CapEx is only worthwhile if it produces a return above the cost of capital. Academic work affirms that capital expenditures have a positive ...

If borrowing becomes more expensive in the US, and this triggers a market sell-off, AI could follow the US housing bubble of ...

Using the 2 Stage Free Cash Flow to Equity, L3Harris Technologies fair value estimate is US$381 L3Harris Technologies is ...

The projected fair value for HCA Healthcare is US$900 based on 2 Stage Free Cash Flow to Equity Current share price of US$485 suggests HCA Healthcare is potentially 46% undervalued Our fair value ...

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Nebius Group N.V. is a strong long-term buy with unique AI infrastructure, top-tier partnerships, and standout growth ...

Apple AAPL shares have appreciated 41.5% over the trailing six-month period, outperforming the Zacks Computer and Technology ...