Microsoft Stock Rises as $678 Billion Backlog Supports AI Spending
By Khac Phu Nguyen Publication Date: 2026-08-19 17:40:00 This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the enterprise-software, cloud and…
Tag: Spending
AI infrastructure spending boosts Cisco’s earnings and revenue, but its stock declines after-hours – SiliconANGLE
By @SiliconANGLE Publication Date: 2026-08-12 23:33:00 Networking giant Cisco Systems Inc. coasted to a solid earnings and revenue beat and…
Cisco forecasts annual revenue above estimates on sustained AI spending
By The Lufkin Daily News Publication Date: 2026-08-12 20:10:00 Aug 12 (Reuters) – Cisco Systems forecast fiscal 2027 revenue above…
Nvidia Partner Hon Hai’s Profit Beats on Sustained AI Spending
By Debby Wu Publication Date: 2026-08-12 06:24:00 Hon Hai Precision Industry Co. reported a better-than-expected increase in quarterly profit, signaling…
IBM’s CEO Just Did the Math on AI Spending — and the Numbers Don’t Add Up
By Rich Duprey Publication Date: 2026-08-11 14:01:00 Big Tech is about to spend $725 billion on AI infrastructure in 2026…
Nvidia $500bn AI spending splurge unnerves investors
By James Titcomb Publication Date: 2026-08-11 08:52:00 Jensen Huang said Nvidia was ‘bringing independent, long-term institutional capital into the AI…
Microsoft’s Datacenter Spending Is Disciplined, Bernstein Says
By Renato Neves, CFA Publication Date: 2026-08-10 19:08:00 This article first appeared on GuruFocus. Bernstein raised its Microsoft (NASDAQ:MSFT) price…
Investment in Oracle’s AI data center raises concerns among investors about capital spending
By Lindsay Clark Publication Date: 2026-06-11 12:40:00 PAAS AND IAAS Revenue rose 21% in the fourth quarter, but Wall Street…
Oracle stock falls as AI spending rises and debt mounts
By Yahoo Finance Video Publication Date: 2026-06-11 13:56:00 00:00 Speaker A So the company spent $55.7 billion in its last…
Nutanix Airport Sponsorship Highlights Inclusion Efforts and Spending Offsets
By Simply Wall St Publication Date: 2026-06-12 06:12:00 Get information on thousands of stocks from the global community of over…