TSMC has forecast between $52-56 billion in capex spend for 2026 after posting its eighth consecutive quarter of ...

TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI ...

Spending on data center infrastructure nearly tripled year over year during the third quarter of 2025, Synergy Research Group ...

When Taiwan Semiconductor Manufacturing Company (NYSE: TSM) (TSMC) released its fourth-quarter earnings in mid-January 2026, ...

Meta Platforms, Inc., is a Buy after a 20% pullback: accelerating ad revenue supports AI capex, with FCF upside as spending ...

After the $40B in non-cancelable third-party commitments, Meta has $121B in non-cancelable commitments. Read why META stock ...

Producers prioritize capital discipline amid sub-$60 oil prices, with cuts in North America and Europe offsetting higher ...

According to Bernstein analysts, the upgraded capex guidance is “great news" for the entire semiconductor equipment space, ...

The government is likely to maintain its focus on capital expenditure in the upcoming Budget, with a 10-15 per cent increase ...

As CoreWeave, Inc. CRWV expands at a breakneck speed, it also reflects dramatically accelerated investments to keep up with ...

Goldman sees the S&P 500 hitting 7,600 by the end of the year, extending the market's bull run but at a more modest pace. AI ...