AI capex
3 articles tagged AI capex, newest first. Every price call in these articles was recorded when published and later checked against market data — see the track record.
AMD Gapped Up $24.89 and Closed 39 Cents Off the Low. NVIDIA Didn't.
AMD opened $510.28, printed $515.62, and finished at $476.15 — a $39.47 per-share giveback. NVIDIA closed up 2.93% at $200.75 in the upper third of its range.
Microsoft's 15.57% Day Wasn't an AI Rehabilitation — It Was a Verdict on Who Gets to Spend
Microsoft's largest single-session gain in 18 years and Meta's 10.17% gap lower arrived the same day the 30-year Treasury yield hit a 19-year peak. That combina...
The Fed Held and the Long End Tightened Anyway — Microsoft Gave Back $9.78 From Its High
Three hawkish dissents, a steeper curve, and eight of the ten largest US equities lower. Microsoft printed $401.24 on unchanged capex guidance and closed at $39...