Uncategorized

By Jinjoo Lee Oct. 15, 2025 5:30 am ET Concept stocks with no revenue have soaring valuations Forget about the froth in tech valuations. The real excess might be building up in energy stocks. For all the fears about stretched technology shares, many of those companies are hugely profitable ones that will keep chugging along even […]

By Alexander Saeedy and AnnaMaria Andriotis Oct. 15, 2025 12:57 pm ET Boom in dealmaking, higher spending point to a healthy economy; bears watch frothy stock prices, weakening job market The nation’s biggest bankers proclaimed this week that the economy is sturdy, the U.S. consumer is healthy, and they haven’t seen much change in recent […]

By Justin Fox October 8, 2025 at 2:30AM PDT The boom in capital expenditures related to generative artificial intelligence is generating questions about its sustainability. Quantifying the size of the capex surge may offer hints as to its sustainability, with estimates suggesting AI investment is around 1.3% of GDP. The current AI investment boom is […]

By Esha Dey April 19, 2025 at 5:00 AM PDT Wall Street is focusing on corporate capital expenditures as a gauge of the economy, amid uncertainty caused by President Trump’s tariff regime. Early signs suggest companies are cutting back on capital expenditures, with some manufacturers and transportation companies already reducing their spending plans. Investors are closely […]

By Chris Combs Chief investment strategist Silicon Valley Capital Partners.   1. “Meta Spending to Soar on AI, Massive Data Center” Wall Street Journal Meta plans to increase its capital expenditures in 2025 to $60–$65 billion, up markedly (~70%) over 2024. The increase is being driven largely by investments in new data centers and AI […]

By Rolfe Winkler, Nate Rattner and Sebastian Herrera July 31, 2025 The AI arms race is accelerating as the major tech companies add to their already gargantuan levels of spending. The bets are paying off for investors, but not for all employees. Alphabet’s GOOGL -1.10%decrease; red down pointing triangle Google, Microsoft MSFT -1.36%decrease; red down pointing triangle, Amazon AMZN -3.82%decrease; red down pointing triangle and Meta Platforms are […]

Vishaal Sanjay (Benzinga Newswire) Chipmaker Nvidia Corp.’s (NASDAQ: NVDA) CEO Jensen Huang pushed back against Wall Street’s long-term outlook for the company, saying analysts are underestimating the scale of artificial intelligence demand. Dismisses Wall Street Forecasts On last week’s Open Source podcast, Huang was asked about Wall Street consensus from 25 analysts projecting Nvidia’s growth “flatlining” after 2027. He said […]

By Anna Wong (Economist), Eliza Winger (Economist) and Stuart Paul (Economist) 09/17/2025 13:30:41 [BI] Summary by Bloomberg AI     ▪    The FOMC lowered the federal funds rate target range 25 basis points to 4.0%-4.25% — as widely expected — the first cut since December.     ▪    The median participant sees another 50 bps of cuts […]

By Augusta Saraiva 09/16/2025 06:08:19 [BN] Summary by Bloomberg AI US retail sales rose in August for a third month in a broad advance, with the value of retail purchases increasing 0.6% after a similar gain in July. Nine out of 13 categories posted increases, led by online retailers, clothing stores and sporting goods, likely reflecting back-to-school […]

At 81, Oracle’s co-founder has reinvented himself as a power in AI to become (briefly) the richest person in the world. By Richard Waters and Rafe Rosner-Uddin Published Sep 12 2025   As Larry Ellison settled in for dinner at the elegant Japanese restaurant Nobu in Palo Alto last year, he was joined by his longtime friend […]