Updates – Webinar

Buybacks take backseat as AI drives record US capex spending

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Citigroup forecasts Big Tech’s AI spending to cross $2.8 trillion by 2029

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Energy utility capex predicted to top $1 trillion from 2025 through 2029

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US service sector activity accelerates in October; employment still subdued

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Former Azure Lead on Microsoft Earnings

Silicon Valley Capital Partners October 30, 2025 The below link in an interview by Bloomberg with Sheila Gulati,  the Founder and Managing Director of Tola Capital, an enterprise software and AI-focused venture firm. Prior to founding Tola in 2010, she spent over a decade at Microsoft Corporation, where she led enterprise IT strategy and was […]

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Microsoft’s spending plans sent the stock lower. Here’s how analysts reacted

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