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 ...

Alphabet Inc.'s FQ2 earnings eased my concerns about AI-driven search competition. However, the AI arms race – both for hardware and top talent – has further intensified. GOOG’s CAPEX and OPEX further ...

As John Templeton once said, believing that “this time is different” can be one of the costliest ideas in investing. So why should we think the AI boom is any different? Futuriom’s research service, ...

Oracle stock drops 40% amid capex growth and credit concerns, but strong RPO growth and valuation improvements offer ...

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 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 ...

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 ...

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 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 ...