Microsoft Q3: $190B CapEx Looks Scary, But 40% Azure Growth Says Otherwise

Microsoft delivered a strong fiscal Q3, with revenue and EPS beating expectations, while Azure grew 40% year-over-year, ...

Amazon Q1: $200B In FY26 CapEx For A $15B Run-Rate Story

Amazon.com, Inc.'s AWS AI services ARR is just $15B vs. a $200B FY26 CapEx plan. Click for this AMZN stock update and ...
Nasdaq

Amazon Bets on AI Spending: Will Capex Drive Growth or Prove Risky?

Amazon AMZN is betting big on artificial intelligence, with the capital expenditure soaring to $31.4 billion in the second quarter of 2025, largely directed toward AI infrastructure and cloud ...
MarketWatch

Will Alphabet's margins take a hit from AI spending?

Elevated levels of artificial-intelligence capital expenditures, and the associated depreciation and amortization costs, could lead to higher operating expenses and margin pressure for Alphabet.
Nasdaq

Can CoreWeave Maintain More Than 60% EBITDA Margins Amid Rising CapEx?

CoreWeave, Inc.’s CRWV third-quarter 2025 results reinforced its position as one of the most profitable and fastest-growing AI-focused cloud infrastructure providers. CoreWeave’s adjusted EBITDA was ...
Bloomberg L.P.

AI inference, productivity tools offset Gen-AI margin headwinds

This article was written by Bloomberg Intelligence Senior Industry Analyst Mandeep Singh. It appeared first on the Bloomberg Terminal. The shift to inferencing from training bodes well for greater ...