AMD has committed $5 billion to Anthropic for AI infrastructure, highlighting the massive capital expenditure trend and associated credit risks for tech companies.
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
Google Cloud revenue surged 82% on AI demand, though Alphabet faces investor concerns over high capex. Separately, the Trump administration proposed a $5B AI science initiative to drive medical and materials research.
Jasmine··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