Latest news
The AI Capex Waterfall Is Raining Future Dividends - Seeking AlphaSeeking Alpha · Sat, 08 Aug 2026 12:15:00 GMTGlobal AI Investment Is Forecast to Exceed $1 Trillion in 2026 - Goldman SachsGoldman Sachs · Fri, 07 Aug 2026 19:13:27 GMTThe AI capex explosion is outpacing the 2000s housing boom in one major way - businessinsider.combusinessinsider.com · Fri, 07 Aug 2026 09:15:00 GMTSKHY Stock Slips Premarket After Korean Memory Giant Drops $38B Expansion Plan Amid AI Hyperscaler Capex Frenzy - Yahoo FinanceYahoo Finance · Fri, 07 Aug 2026 09:02:51 GMTMichael Burry Shares 'Three Great Charts' That Show Big AI Capex Could Unwind As Badly As Housing Did In 2008 - TradingViewTradingView · Fri, 07 Aug 2026 05:48:00 GMTApollo's Torsten Slok Says AI Capex Is Growing Nearly Twice As Fast As The Housing Boom — Warns It Can 'Unwind At A Similar Pace' - TradingViewTradingView · Thu, 06 Aug 2026 17:04:50 GMTAI Capex Set to Top 3% of GDP, 3x the 1990s Telecom Boom - Meta Platforms (NASDAQ:META), Amazon.com (NASD - BenzingaBenzinga · Thu, 06 Aug 2026 13:49:52 GMTMarvell Is Positioned to Absorb a Disproportionate Amount of This AI Capex Surge, So I Keep Buying - 24/7 Wall St.24/7 Wall St. · Thu, 06 Aug 2026 04:23:08 GMT