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Alphabet’s $185 Billion Capex Plan Lifts Broadcom as Analysts Boost AI Chip Outlook

Google’s record investment signals stronger demand for custom AI hardware that favors Broadcom’s TPU partnership.

CoreWeave Draws Fresh Bullish Calls as Backlog Strength Meets Execution Scrutiny

Meta’s Q4 Beat Triggers Target Hikes as 2026 AI Capex Jumps to $115–$135 Billion

Microsoft Earnings Loom as Investors Weigh Azure Momentum, Capex Surge, and Capacity Strains

Nvidia Overtakes Apple as TSMC’s Biggest Customer, Reshaping Chipmaking Priorities

Meta Stock Slides as AI Spending Plan Balloons to $70–$72 Billion, With Bigger 2026 Outlays

Alphabet Prices Six-Tranche Euro Bonds, Raising At Least €3 Billion

Fed Cut Sets Stage for More Easing as Cohn Warns on Cooling Jobs and Cost Pressures

Baidu Soars on China Merchants AI Pact, Unveils 4.4 Billion Yuan Bond to Power Expansion