Microsoft's strong earnings forecast eased investor concerns about massive AI infrastructure spending, triggering a major tech rally and lifting semiconductor and cloud stocks as enterprise AI demand remains strong.
Jason··2 min read
Alphabet beat Q2 revenue estimates on strong cloud and advertising growth, but raised its 2026 capital expenditure guidance dramatically to $195-205 billion, weighing on investor sentiment.
Jason··2 min read
Tesla has tripled its 2026 capital expenditure plan to $25 billion, projecting negative free cash flow. Simultaneously, the company is restructuring executive compensation following Delaware court rulings to ensure regulatory and legal compliance.
Jasmine··2 min read