Bank deregulation set to unlock $2.6tn of Wall Street lending capacity
US lenders expected to cement global dominance by a significant easing of post-financial crisis rules Martin Arnold in London Oct 11, 2025 US banks are set for an unprecedented easing of capital rules, which new research suggests could unlock $2.6tn in lending capacity and increase pressure on regulators elsewhere to follow suit. The upcoming dilution […]
AI investment boom shielding US from sharp slowdown, says IMF
Fund upgrades outlook for global growth but warns latest trade tensions between Washington and Beijing are a concern Claire Jones and Sam Fleming in Washington Oct 14th, 2025 An “investment surge” in artificial intelligence has helped the US avoid a sharp slowdown but risks stoking inflation, the IMF’s chief economist has warned, as the fund […]
The AI Spending Boom Is Massive But Not Unprecedented
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 […]
Traders Fixated on What Companies Spend More Than Earn
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 […]
Executive Summary of Recent Articles Explaining CAP-X Spending Boom.
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 […]
Big Tech’s $400 Billion AI Spending Spree Just Got Wall Street’s Blessing
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 […]
TSMC Reports Better-Than-Expected Sales on Sustained AI Demand
By Debby Wu 10/08/2025 22:39:30 [BN] (Bloomberg) — Taiwan Semiconductor Manufacturing Co. reported a 30% increase in its third-quarter sales as major US tech companies continued to make multibillion-dollar bets on AI. Revenue for the three-month period ending in September totaled NT$989.9 billion ($32.5 billion), according to Bloomberg News calculations based on monthly sales numbers […]
xAI to Raise $20 Billion After Nvidia and Others Boost Round (1)
Summary by Bloomberg AI Elon Musk’s artificial intelligence startup xAI is raising more financing than initially planned, tapping backers including Nvidia Corp. to lift its ongoing funding round to $20 billion. The financing includes equity and debt in a special purpose vehicle that will buy Nvidia processors and rent them to xAI for use in […]
Cisco Seeks to Challenge Broadcom in Connecting AI Data Centers
Summary by Bloomberg AI Cisco Systems Inc. is releasing a new chip and networking system to connect AI data centers across hundreds of miles. The Silicon One P200 chip and 8223 routing systems allow for faster transfers of data across long-haul optic cables and are smaller than the previous version. The new technology is meant […]
Oracle Is a Buy-the-Dip Opportunity, Analyst Says. How the Stock Could Rise 23%.
Mackenzie Tatananni Barron’s Oct 8, 2025 (Barron’s) — The time has come to buy the dip in Oracle stock, which fell after headlines about the software company’s gross margins sparked concern among investors, analysts say. Shares ended Tuesday’s session down 2.5% after The Information reported that the company was seeing weakness in margins as it […]