rewrite this title Cathie Wood’s Ark Invest Sees AI Driving a Prolonged CapEx Boom—Here’s Why – Decrypt
rewrite this content using a minimum of 1000 words and keep HTML tags In brief Ark cites a $300B drop ...
Friday, February 13, 2026
Tag: capex
Alphabet stock is falling on its capex guidance, but this analyst says “it’s still a great story”
Alphabet stock is under pressure in Thursday's pre-market trading after the tech titan reported fourth quarter results that beat Wall ...
rewrite this title Shell Q4 Earnings Decline on Lower Prices; Maintains Buybacks, Dividend and Capex Discipline | AlphaStreet
rewrite this content using a minimum of 1000 words and keep HTML tags Shell plc (NYSE: SHEL) reported fourth-quarter 2025 ...
Tech’s CAPEX Splurge as SAP Stock Falls, A Metal Markets Party | The Opening Trade 1/29/2026
SAP shares see their biggest intraday drop since Covid. Germany's biggest company failed to convince that it would be able ...
Capex growth will continue this year, says Goldman Sachs’ Ben Snider
Ben Snider, chief U.S. equity strategist at Goldman Sachs, joins CNBC’s ‘Money Movers’ to discuss the 2026 economic outlook, tech ...
Oracle stock sinks after its Q2 earnings, Chevron CFO talks about company’s $19B CapEx plan for 2026
Market Catalysts host Julie Hyman follows the day's biggest stories and speaks with Wall Street experts on December 11, 2025. ...
There’s more to go in capex and upside for AI, says UBS’ Alli McCartney
David Zervos, Jefferies chief market strategist, and Alli McCartney, UBS managing director, join 'Power Lunch' to discuss the historical context ...
Is AI’s Capex Boom Built to Last? | Presented by CME Group
Tech companies are investing hundreds of billions of dollars in infrastructure to expand artificial intelligence, with spending reaching a record ...
The ‘Halftime’ Investment Committee weigh in on ‘Big Tech’ CapEx spend amid AI war
CNBC’s Steve Kovach joins ‘Halftime Report’ to discuss the latest news on OpenAI launching it's next version of GPT-5. The ...
Alphabet’s higher capex spend is warranted due to top line growth, says CFRA’s Angelo Zino
Angelo Zino, CFRA, joins 'Closing Bell Overtime' to talk Alphabet quarterly results. source
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