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Showing 176-200 of 224 results for "topic:"AI & Capex"".
Consumers, AI spending likely supported US economic growth in the second quarter
The bond market is voting against Warsh. Bond yields hit the highest since 2007
Meta cash flow craters as Zuckerberg's AI spending spree accelerates
Meta Q2 earnings: AI spending in focus for Wall Street, with the stock down 10% in 2026
Fed keeps rates steady. The big question now: What will Microsoft and Meta say on AI capex?
Microsoft’s Earnings Could Decide the Fate of a $700 Billion AI Spending Boom
AI Spending In Focus for Meta, Microsoft Earnings
Agent Governance Has Now Become a Core AI Investment – Not an Afterthought
Alphabet and Tesla took a hit from soaring AI spending. Will Microsoft, Meta and Amazon be next?
AI capex is the main event for Wall Street ahead of Meta's high-stakes Q2 earnings report
Meta Earnings On Deck. How High Will Zuckerberg's AI Spending Go?
Nvidia’s $40B AI investment strategy raises concerns of artificial demand inflation
Chip Stock Rout Deepens on AI Debt Jitters, China Competition
Big Tech credit risks rise sharply as AI spending soars
Alphabet's Massive AI Investment Push Signals More Gains Ahead for Nvidia
Nvidia and OpenAI in talks for up to $250 billion dollar backstop to fund AI infrastructure plans
The Big AI Capex Question: Should Investors Buy Nvidia or Broadcom This Week?
Nvidia's AI Investment Spree, Geopolitical Tensions
Apple AI Investment Strategy: $14B vs. Rivals’ $700B Arms Race
Power up your AI infrastructure! A first look at the Smart Systems Stage agenda at TechCrunch Disrupt 2026
SiTime Corporation (SITM) Rose on AI Infrastructure Demand and Margin Expansion
Kazakhstan AI Infrastructure: Can It Become a Regional Hub?
Jim Cramer's top 10 things to watch in the stock market Monday
Nvidia's $750 billion AI financing web is drawing scrutiny over circular money flows
Browse by date
Review the topics and lead coverage retained from each published edition.
Showing archive entries 361-420 of 425.
Tuesday, August 4, 2026
Philippine inflation slowed for a third month, reducing immediate pressure for a rate hike
Bloomberg
Tesla's July China-made EV sales rise 37.8% y/y
Reuters
Bank of Korea minutes support further rate hikes as growth sustains inflation risk
Bloomberg
Meta, Anthropic, Google, OpenAI to meet with Trump White House amid rogue AI agent fallout
Reuters · 9 sources
Canadian trade surplus hits four-year high in June, helped by weaker C$
Reuters · 2 sources
Apparel retailers are turning to AI as supply chain regulations tighten in the US and Europe
Business Insider
The comeback of a rate-sensitive America
Axios
Top Links 1183 The US drops Bud. UK credit crunch. Beerlao, the beer of a nation. War machines & the state
Chartbook
Amazon tops $3 trillion market cap as stock continues post-earnings surge
CNBC · 2 sources
DeepSeek releases cheaper new AI model as China's price war intensifies
Semafor
Monday, August 3, 2026
How China Won the Iran War
Paul Krugman
Dow surges to record close after a fresh tech rally and a plunge in oil prices
Business Insider · 2 sources
Amazon tops $3 trillion market cap as stock continues post-earnings surge
CNBC · 2 sources
Iran Says No Current Talks With U.S. After Trump Cites Progress on the Strait of Hormuz
The New York Times · 2 sources
Strategy Sells More Bitcoin, Stock as It Pushes on With Overhaul
Bloomberg
Yen Rises Amid Speculation of More Intervention After US Support
Bloomberg · 11 sources
DeepSeek releases cheaper new AI model as China's price war intensifies
Semafor
US Copper Inflows Surge as Market Awaits Trump Tariff Call
Bloomberg
Situational Awareness collapse puts its 439% return under scrutiny
Bloomberg
Yellow Card CEO on Funding, Stablecoin’s Global Foothold
Bloomberg
US states accuse Trump administration of ‘sham’ tariff probe
Financial Times
India’s central bank is expected to hold rates despite global tightening
Reuters · 2 sources
Gold consolidates as conflicting US-Iran headlines and hawkish Fed bets cap gains
FXStreet · 2 sources
Manufacturing survey shows inflation worries 'worse than pandemic era,' adding to Fed pressure
CNBC
ChatGPT dominates early AI spending in Congress as lawmakers weigh regulation
CNBC
Euro-Zone Spending Cuts Driven by Iran Uncertainty Not Inflation, ECB Finds
Bloomberg
Indonesia posts second straight trade deficit in June as imports surge
Reuters
Turkey’s inflation eases again, but Iran-war energy costs challenge the outlook
Bloomberg
The ‘war room’ vowing to stop Israel’s election being stolen
Financial Times
Vietnam Trade Deficit Widens to $3.59 Billion as Imports Surge
Bloomberg
French banks warm to election financing in potential boost for Le Pen
Financial Times
S-Oil expects summer demand and export curbs to keep third-quarter refining margins firm
Reuters
Obesity battle heats up again as Novo claws way back into race with Lilly
Reuters
Swiss Inflation Slows to Four-Month Low as SNB Seen on Hold
Bloomberg
Pakistan Consumer Prices Cool as Energy Risks Cloud Outlook
Bloomberg
U.S. Treasury yields fall as oil prices plunge on Iran de-escalation hopes
CNBC
SpaceX prepares its first earnings report after a sharp post-IPO share decline
CNBC
Swiss inflation holds steady in July as threat of deflation remains
investingLive · 2 sources
South Africa Factory Sentiment Hits Seven-Month Low on War Fears
Bloomberg
Turkish Inflation Slows But Central Bank Wary of Oil Risks
Bloomberg
China private survey July manufacturing PMI 50.9 (expected 51.5, prior 51.7)
investingLive · 2 sources
Sunday, August 2, 2026
Here's my power rankings for the big 4 hyperscalers after this earnings season
CNBC
FleetPartners takeover approach puts shares on track for their strongest day in six years
Reuters
Jordan Is Learning Its U.S. Alliance Has a Price in the Iran War
The Wall Street Journal · 3 sources
Reserve Bank of India expected to hold rates as inflation stays in comfort zone, Reuters poll shows
Reuters
China private survey July manufacturing PMI 50.9 (expected 51.5, prior 51.7)
investingLive · 2 sources
Vietnam Trade Deficit Widens to $3.59 Billion as Imports Surge
Bloomberg
The ‘war room’ vowing to stop Israel’s election being stolen
Financial Times
Obesity battle heats up again as Novo claws way back into race with Lilly
Reuters
S-Oil expects third-quarter refining margins to remain firm amid demand and export curbs
Reuters
2 under-the-radar indicators are signaling that the AI-capex boom could soon fade
Business Insider
Gold holds gains as easing inflation fears curb Fed hike bets
FXStreet · 2 sources
French banks warm to election financing in potential boost for Le Pen
Financial Times
Warsh Raises Rethink on Fed’s Policy Meeting Frequency, Timing
Bloomberg
Leopold Aschenbrenner Built a Hot A.I. Hedge Fund. Then it Melted Down
The New York Times · 2 sources
Bank of Italy research suggests stablecoins aren't necessarily cheaper for remittances
CoinDesk
Microsoft’s US Taxes Drop, Revenue Jumps After Trump Cuts
Bloomberg
OpenAI reports ten advances on long-standing open problems in mathematics and computer science
OpenAI
NatWest chief resists calls for tax rises on banks
Financial Times
Meta plunges on AI spending scrutiny
Semafor
This record begins with editions retained by the current MacroDigest system; it does not recreate coverage from before that point.