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Meta, Google, and Microsoft Triple Down on AI Spendingwww.wired.com/story/microsoft-google-meta-2025-earnings/
334 sats \ 1 comment \ @0xbitcoiner 30 Oct 2025 Stacker_Stocks
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Ⓜ️ Meta, Microsoft crush earnings - Snackssherwood.news/snacks/newsletters/m-meta-microsoft-crush-earnings/
87 sats \ 7 comments \ @BlokchainB 1 Aug 2025 Stacker_Stocks
💵 Big Tech’s big budgets - Snackssherwood.news/snacks/newsletters/big-techs-big-budgets/
91 sats \ 0 comments \ @BlokchainB 12 Feb Stacker_Stocks
🤖 Big Tech’s big beats - Snackssherwood.news/snacks/newsletters/big-techs-big-beats/
55 sats \ 0 comments \ @BlokchainB 30 Jan Stacker_Stocks
🧢 UncappedEx - Snackssherwood.news/snacks/newsletters/uncappedex/
75 sats \ 1 comment \ @BlokchainB 29 Oct 2025 Stacker_Stocks
💸 Capex spend speeds up - Snackssherwood.news/snacks/newsletters/capex-spend-speeds-up/
72 sats \ 1 comment \ @BlokchainB 2 Aug 2025 Stacker_Stocks
AI has pumped hyperscale – but how long can it last?www.theregister.com/2025/12/22/ai_hyperscale_capex_research/
177 sats \ 0 comments \ @0xbitcoiner 22 Dec 2025 AI
China Is Quickly Eroding America’s Lead in the Global AI Racewww.wsj.com/tech/ai/artificial-intelligence-us-vs-china-03372176?mod=djem10point
156 sats \ 11 comments \ @Solomonsatoshi 2 Jul 2025 AI
Wall Street CEOs warn of crisis as US public spending spirals out of control.
346 sats \ 1 comment \ @economy 4 Nov 2025 Stacker_Stocks
US$667 billion in AI capital expenditure
77 sats \ 2 comments \ @EconVerse 27 Feb Stacker_Stocks
🎭 Netflix’s curtain call - Snackssherwood.news/snacks/newsletters/netflixs-curtain-call/
35 sats \ 1 comment \ @BlokchainB 20 Aug 2025 Stacker_Stocks
Amazon, $AMZN, plans to spend a RECORD $200 billion on AI infrastructure in 2026
83 sats \ 0 comments \ @GlobalMarketsInvestor 10 Feb Stacker_Stocks
Nvidia's record $57B revenue and quiets AI bubble talk - TechCrunch posttechcrunch.com/2025/11/19/nvidias-record-57b-revenue-and-upbeat-forecast-quiets-ai-bubble-talk/
244 sats \ 2 comments \ @Car 19 Nov 2025 Stacker_Stocks
AI under pressure: the race for $2 trillion in monetization by 2030
177 sats \ 1 comment \ @EconVerse 20 Dec 2025 Stacker_Stocks
Top 10 U.S. Stocks Hit Record 40% Share of S&P 500 in August 2025
329 sats \ 1 comment \ @Coinsreporter 12 Aug 2025 Stacker_Stocks
Alphabet achieves first $100B annual profit ... and sees its shares sinkwww.theregister.com/2025/02/05/alphabet_q4_fy2024/
318 sats \ 1 comment \ @0xbitcoiner 5 Feb 2025 Stacker_Stocks
Is the AI bubble about to pop? Sam Altman is prepared either way.arstechnica.com/information-technology/2025/08/sam-altman-calls-ai-a-bubble-while-seeking-500b-valuation-for-openai/
187 sats \ 3 comments \ @jakoyoh629 22 Aug 2025 AI
Nvidia has another record quarter amid record capex spendstechcrunch.com/2026/02/25/nvidia-earnings-record-capex-spend-ai/
337 sats \ 0 comments \ @0xbitcoiner 26 Feb Stacker_Stocks
AI stocks are in a bubble. Why are so many investors refusing to believe it?www.marketwatch.com/story/ai-stocks-are-in-a-bubble-why-are-so-many-investors-refusing-to-believe-it-cf6e1624
176 sats \ 4 comments \ @BlokchainB 26 Aug 2025 Stacker_Stocks
Michael Burry accuses Big Tech of billion-dollar fraud involving Nvidia chips.
820 sats \ 1 comment \ @economy 10 Nov 2025 Stacker_Stocks
Nvidia To Spend $500 Billion Building AI Infrastructure In US Over Next 4 Yearsthedeepdive.ca/nvidia-to-spend-500-billion-building-ai-infrastructure-in-us-over-next-four-years/
50 sats \ 1 comment \ @Coinsreporter 14 Apr 2025 AI
Moody’s Forecasts $3 Trillion Data Center Investment by 2030www.datacenterknowledge.com/energy-power-supply/moody-s-3-trillion-data-center-investment-by-2030-amid-power-challenges
245 sats \ 0 comments \ @BlokchainB 24 Jan AI Construction_and_Engineering