Buybacks take backseat as AI drives record US capex spending
By Johann M Cherian October 27, 2025 Investors are increasingly favoring U.S. companies that channel capital toward AI innovation over those offering traditional shareholder payouts such as dividends and buybacks, even as the debate over soaring valuations and an AI bubble rages on. The priority for investors is long-term growth over immediate profits, recognizing that companies […]
Citigroup forecasts Big Tech’s AI spending to cross $2.8 trillion by 2029
By Rashika Singh and Joel Jose September 30, 2025 Citigroup has raised its forecast for AI-related infrastructure spending by tech giants to surpass $2.8 trillion through 2029, from $2.3 trillion estimated earlier, citing aggressive early investments by hyperscalers and growing enterprise appetite. The AI boom ignited by ChatGPT’s launch in late 2022 has continued to fuel staggering capital […]
Energy utility capex predicted to top $1 trillion from 2025 through 2029
By Jason Lehmann, Brian Collins, Dan Lowrey, and Heike Doerr April 03, 2025 ➤ Projected capital expenditures for 2025 among the 47 energy utilities in Regulatory Research Associates’ representative sample of publicly traded, US-based utilities are forecast to reach over $212 billion. This represents a 22% increase from the $173 billion spent in 2024, a 29% increase compared with the nearly […]
Goldman Sachs warns of ‘jobless growth’ in the US as AI fuels output but not jobs
[Business Insider] By Huileng Tan Oct 13, 2025, 11:49 PM PT AI is fueling growth but eroding jobs, pointing to an era of “jobless growth” in the US, Goldman Sachs wrote. Soaring productivity may squeeze workers as companies cut costs to stay efficient. There’s at least one benefit to productivity gains: keeping a lid on […]
AMD expects data center chip market to grow to $1 trillion by 2030
By Max A Cherney November 11, 2025 Nvidia sees AI infrastructure market growing to $3 trillion to $4 trillion by 2030 AMD plans to complete more AI software acquisitions Shares rise nearly 4% in extended trading NEW YORK, Nov 11 (Reuters) – Advanced Micro Devices (AMD.O), opens new tab expects the market for the company’s data center […]
AMD’s Lisa Su sees 35% annual sales growth driven by ‘insatiable’ AI demand
By Kif Leswing November 11, 2025 AMD CEO Lisa Su said that AMD could be able to achieve “double-digit” share in the data center AI chip market over the next three to five years. The AI chip market is currently dominated by Nvidia, which has over 90% of the market share, according to estimates. AMD […]
US service sector activity accelerates in October; employment still subdued
By Lucia Mutikani November 5, 2025 Nonmanufacturing PMI increases to 52.4 in October New orders received by services businesses surge Services employment remains weak; prices paid for inputs rise moderately WASHINGTON, Nov 5 (Reuters) – U.S. services sector activity picked up in October amid a solid increase in new orders, but subdued employment pointed to […]
How the U.S. Economy Has Defied Doomsday Predictions on Tariffs
Inflation is lower than expected after President Trump’s steep levies By Konrad Putzier [Wall Street Journal] Nov. 2, 2025 9:00 pm ET When President Trump announced sweeping tariffs in April, economists predicted surging inflation and raised the odds of a recession. Companies and consumers stockpiled to get ahead of price rises. Those worries now seem overblown. Inflation, while too high, […]
Important Earnings Season Observations
By Christopher Combs, Silicon Valley Capital Partners — October 31, 2025 The Q3 2025 earnings season is delivering a wealth of data, and I believe there are eight particularly important observations that deserve attention. These insights matter not only for how markets are digesting results today, but also for how portfolios should be positioned going […]
Amazon’s Cloud Acceleration Calms Investor Fears of AI Bubble
Summary by Bloomberg AI Amazon Web Services generated $33 billion in revenue, a 20% increase from a year earlier, exceeding the 18% growth that analysts had expected. Amazon’s shares jumped 12% to $249.42 as the markets opened in New York on Friday, after the company posted robust cloud growth that reassured investors about its artificial […]