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

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

In IT these days, many position cloud as a panacea to fix all the ills of a modern business-focused IT infrastructure. This is especially true when it comes to trying to reduce overall costs. While ...

The data-center growth story has cracks. As the government shutdown enters its second day, a lack of data may give investors little to hook into for Thursday. A fresh record close for the S&P 500 SPX ...

The "Telco Market Tracker, 2Q25: Capex pullback persists even as revenues surge 4.6%" report has been added to ResearchAndMarkets.com's offering.

Artificial intelligence is no longer about demos and dev days. It’s a line on the income statement – and an even bigger one on the capex schedule. Microsoft, Alphabet, Amazon and Meta all posted ...

The company forecasts Q3 revenue between $12.6 billion and $13.6 billion, with a midpoint gross margin of approximately 36% and breakeven non-GAAP EPS, citing a cautious approach due to recent ...

German glass maker GMB launched insolvency proceedings this week, joining a long list of European solar producers that have declared insolvency over the past two years despite capital expenditure ...

(Reuters) -TotalEnergies' plan to cut annual capital spending by $1 billion and sell more power assets failed to ease market concerns over its recent rise in debt, with shares falling 2% after CEO ...

The global telco industry sees promising growth opportunities with revenues rising 4.6% YoY in 2Q25, driven by key players like Airtel and Etisalat. Despite a capex dip to the lowest since 2011, ...

We struggle with capital expenditures (capex) and capex budgets every year. It is invariably a long and complex process, and we often feel that things have not gone our way. We believe that we must ...

The insider sale was executed under a pre-set Rule 10b5-1 trading plan, a sign of routine activity rather than discretionary timing. Kalnin retains a substantial economic interest through direct and ...