#AI investment
articles
Microsoft's AI Discipline Spurs Record Share Jump, Quelling Capex Fears
A late-July earnings call showed Microsoft can pour billions into AI infrastructure while preserving cash flow, erasing ...
MarketScreener Touts AI Growth and US-China Patent Dominance in Thematic Stock Picks
The screener’s latest thematic analysis points to a $126bn AI software market by 2025 and a LexisNexis study showing US ...
SpaceX Valuation Surge Lifts Elon Musk’s Net Worth Back Above $800 Billion
Stronger-than-expected quarterly revenue and bold AI investments propelled the private company’s shares 11.7% higher, pu...
US Hyperscalers Set to Top $700 Billion in AI Infrastructure Spending for 2026
Amazon, Microsoft, Google, Meta and Oracle are on track to nearly double their data centre investments, reshaping energy...
Lloyds' £13 Billion AI Bet Reshapes UK Financials Landscape but Payoff Remains Unproven
Lloyds Banking Group's Accelerate 2030 plan marks the largest AI commitment by a UK financial group, yet no insurer or b...
Microsoft’s Azure Surges 43%, AI Capex Discipline Sends Stock Soaring
Microsoft’s cloud platform Azure posted its strongest growth in four years, while CFO Amy Hood signalled a more measured...
Microsoft’s Cloud Boom Eases AI Fears While Meta’s Cash Plunge Rattles Investors
Meta’s free cash flow sank 91% as it pledges up to $145bn in AI capex, triggering a 7% after-hours share drop. Microsoft...
Nvidia Invests in Safe Superintelligence, a Lab That Sells Nothing—and Plans to Stay That Way
Nvidia invests in Safe Superintelligence to secure a major chip customer and glimpse its secret research. The deal highl...
Trump's Economy After 18 Months: Resilience Meets Stalled Progress on Jobs, Prices and Housing
Immigration crackdowns, tariff hikes and the Iran war have tested US economic resilience. But job growth has softened, i...
Billion-Dollar VC Rounds Now Gobble Up 73% of All US Startup Funding
Soaring AI capital needs are supercharging a trend: mega-rounds of $1 billion or more accounted for almost three-quarter...