Tencent Q2 Revenue Tops Forecast; Adjusted Profit Rises 9% as AI Capex Sends Free Cash Flow Negative
Companies

Tencent Q2 Revenue Tops Forecast; Adjusted Profit Rises 9% as AI Capex Sends Free Cash Flow Negative

Revenue hit RMB 204.8 billion, up 11%, and adjusted profit reached RMB 68.4 billion, but heavy AI infrastructure spendin...

Declan Byrne 👁 58 💬 0
Tencent Q2 Revenue Beats, Adjusted Profit Up 9%, Free Cash Flow Turns Negative on AI Capex
Companies

Tencent Q2 Revenue Beats, Adjusted Profit Up 9%, Free Cash Flow Turns Negative on AI Capex

Tencent's Q2 revenue rose 11% to 204.8 billion yuan, beating estimates, while adjusted net profit gained 9% to 68.4 bill...

Declan Byrne 👁 80 💬 0
AI Capex Splurge Burns Billions in Big Tech Cash — and Investors Are Buying In
Companies

AI Capex Splurge Burns Billions in Big Tech Cash — and Investors Are Buying In

Alphabet and Amazon posted negative free cash flow as AI infrastructure spending surged, yet double-digit cloud growth h...

Declan Byrne 👁 37 💬 0
Big Tech's AI infrastructure spending surges past $1 trillion, cash flow hits decade low
Technology

Big Tech's AI infrastructure spending surges past $1 trillion, cash flow hits decade low

Combined capex by Google, Amazon, Microsoft and Meta has reached $1.1 trillion since 2023, with $745 billion planned thi...

Eitan Shapiro 👁 32 💬 0
Zuckerberg Predicts Billions of Personal AI Agents by 2031 Amid Meta's Spending Spree
Companies

Zuckerberg Predicts Billions of Personal AI Agents by 2031 Amid Meta's Spending Spree

Meta CEO Mark Zuckerberg told investors that billions will have personal AI agents within five years, even as the compan...

Declan Byrne 👁 35 💬 0
Alphabet, Tesla Hit by AI Capex Surge; Microsoft, Meta, Amazon Face Same Scrutiny
Markets

Alphabet, Tesla Hit by AI Capex Surge; Microsoft, Meta, Amazon Face Same Scrutiny

Soaring capital expenditures and crumbling free cash flow at Alphabet and Tesla triggered sharp stock declines. As Micro...

Yael Ben-David 👁 87 💬 0
US Corporate Cash-to-Value Ratio Drops to 20-Year Low as Capex Booms
Companies

US Corporate Cash-to-Value Ratio Drops to 20-Year Low as Capex Booms

U.S. corporate cash swelled in Q1 2026, yet aggressive reinvestment pushed the cash-to-enterprise value ratio to a two-d...

Declan Byrne 👁 48 💬 0
US Firms Deploy Record Cash into Growth as Cash-to-EV Hits 20-Year Low
Companies

US Firms Deploy Record Cash into Growth as Cash-to-EV Hits 20-Year Low

US companies are spending their swelling cash reserves on aggressive growth plans, pushing cash-to-enterprise value and ...

Declan Byrne 👁 50 💬 0