Investing.com — Hyperscalers like Alphabet (NASDAQ:), Microsoft (NASDAQ:), Amazon.com (NASDAQ:), and Meta (NASDAQ:) reported their third-quarter financial results last week and, with the numbers, also provided updates on their Capex spending… Article Source https://www.investing.com/news/stock-market-news/hyperscalers-massive-2025-capex-hike-for-ai-means-big-wins-for-nvidia-3700099
Investing.com — Google parent Alphabet (NASDAQ:) highlighted with its third quarter earnings report Tuesday night that it spent $13.1 billion on capex in the quarter, up 62% from the $8.1 billion spent in the same quarter last year. Further,… Article Source https://www.investing.com/news/stock-market-news/googles-capex-spending-is-growing-60-which-is-good-news-for-nvidia-3691457
Goldman Sachs recently reiterated its Buy rating on Microsoft, setting a price target of $515 in a note this week. The investment bank pointed to the strong returns from Microsoft’s investments in generative AI (Gen-AI). Although some investors have raised concerns about the return on investment for Gen-AI, Goldman Sachs drew parallels with Microsoft’s successful … Read more
Goldman Sachs reaffirmed its positive outlook on Microsoft, setting a target price of $515 in a recent report. The focus was on the company’s investments in generative AI (Gen-AI). Despite concerns about the return on investment, the analysts drew comparisons to Microsoft’s successful development of Azure cloud computing. The report highlighted similarities in the CapEx … Read more
Microsoft’s Generation AI technology, known as Gen-AI, has proven to be significantly more cost-efficient in terms of capital expenditures (CapEx) when compared to constructing and building Azure, according to a recent report by Goldman StreetInsider.com. The report highlights the financial benefits of utilizing Gen-AI technology, which has shown to be more cost-effective in terms of … Read more