#ai-capex
#ai-capex
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#amazon #tech-stocks #aws #free-cash-flow #data-centers #debt-financing #fed-rate-uncertainty #nasdaq #tech-bubble
Business
fromFortune
1 day agoYesterday's bloodbath in stocks was 'the end of the cutting season,' BofA says: Now we're on alert for the 'fail risks' of 2025 | Fortune
Pre-market gains reflect belief that recent sell-off was overdone while investors worry about heavy AI capex funded by debt and uncertain Fed cuts.
fromFortune
1 week ago40% of Russell 2000 companies are unprofitable but their stock outperforms-and 'the bubble could continue,' one analyst says | Fortune
Something remarkable is going on in the equity market. Stock prices of companies with negative earnings have in recent months outperformed stock prices of companies with positive earnings,
Business
Artificial intelligence
fromFortune
1 month agoThe AI boom is unsustainable unless tech spending goes 'parabolic,' Deutsche Bank warns: 'This is highly unlikely' | Fortune
AI-driven tech spending props up the U.S. economy but may be unsustainable, with an estimated $800 billion shortfall in revenue to fund AI computing.
fromFortune
1 month agoCompanies are spending so much on AI they're cutting share buybacks, Goldman Sachs says | Fortune
One unexpected side effect of the Magnificent 7's race to build massive AI data centers-and source the power needed to run them-is that they are reducing share buybacks to fund them, according to Goldman Sachs. Companies routinely buy back their own shares to incentivize investors for holding them, to reduce the number of shares available (thus boosting earnings per share), and to boost their own stock prices.
Business
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