Capital Expenditures
Big tech’s fat profits conceal unsettling cashflows
In short order America’s biggest companies have gone from printing money to burning it. Amazon, Meta and Microsoft are all expected by analysts to announce negative cashflows in at least one quarter this year.
4 min read14 May 2026Big tech strikes gold with AI, but at a steep cost
While Microsoft, Alphabet, Meta and Amazon ride AI to strong earnings, some investors are still worried about the level of spending.
4 min read30 Apr 2026The AI splurge is costing big tech its workforce
Layoffs might lift some efficiency measures, but there are other considerations.
4 min read28 Apr 2026Oracle’s new CFO comes from the power industry. That tells you everything.
In 2026, capital intensity is the name of the game at Oracle.
2 min read9 Apr 2026Big Tech’s spending spree is about far more than capex
Big Tech companies have long been cash-generating behemoths. The latest capex splurge could push some of them into a cash-burn mode.
4 min read12 Feb 2026Why did Google's parent Alphabet stock fall even after posting solid Q4 revenue?
Alphabet's shares fell 7% after announcing a doubling of capital expenditures to $185 billion for AI investments this year.
1 min read5 Feb 2026AI bonds could devour credit markets. Let stock investors take the risk.
Amazon, Meta, and other large tech companies are issuing more debt than ever. Why you should steer clear.
4 min read15 Jan 2026Alphabet, Meta and Amazon poured $380 billion into AI — but not everyone is winning from the spend
Major tech firms Alphabet, Meta, Microsoft, and Amazon are boosting AI investments, projecting capital expenditures to exceed $380 billion this year. While Amazon and Alphabet saw stock gains, Meta's shares dropped amid concerns over its AI revenue potential and spending strategies.
2 min read1 Nov 2025$380 billion! From Microsoft and Meta to Amazon and Alphabet — tech giants on spending spree amid AI boom
Companies including Microsoft, Meta, Alphabet and Amazon race to invest in and build infrastructure for what they have been touting as a limitless demand for AI services.
2 min read31 Oct 2025Big tech’s $400 billion AI spending spree drives valuations to new highs
Microsoft joined Nvidia in the $4 trillion market cap club, while Meta is closing in on the $2 trillion mark.
3 min read1 Aug 2025Wait for it…
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