Oracle Corporation's raised capex sparks valuation, ROI, and AI funding concerns. Click for what this means for ORCL margins, ...

In this post, we will explore the historical context, discuss the associated risks, and offer guidance on navigating the ...

Oracle targets a $15B CapEx jump to meet a record $523B AI backlog. Analysts call the stock "tricky short term" despite ...

Analysts say demand keeps rising despite constraints, shaky returns, and mounting investor nerves Datacenter capital ...

JPMorgan sees capex and hiring decoupling. The bank said that while the outlook is stable, the US economy is getting warning ...

Tech giants are engaged in a massive global AI infrastructure capex spree, set to cross $400 billion in 2025, driven by the ...

One important reason for surge in capex during April-November period was very high spending by power sector companies ...

Moderating state capex growth can mean that industrial players' earnings can soften as order inflows slow, project execution ...

Jefferies sees strong momentum in India's rail, road, and defence capex; explore key stock picks with upside potential. Read ...

Australian business investment posted its biggest increase since early 2021, driven by major outlays on data centers and aircraft — a welcome boost for an economy that has been struggling to generate ...

Its $4 trln economy is speeding ahead at 8% but companies aren’t opening their wallets. A decade of effort by New Delhi to ...

The fifth edition of the Land-based Aquaculture Report, published by Spheric Research and marketed by Undercurrent News, ...