J.P. Morgan Private Bank is bullish on four US stock sectors amid the ongoing capital expenditure trend. Abigail Yoder, an equity strategist …
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Scams
Cathie Wood’s Ark Invest Sees AI Driving a Prolonged CapEx Boom—Here’s Why
by shayaanby shayaanIn brief Ark cites a $300B drop in software stock value as AI models like GPT-5.3 erode traditional software moats. The firm …
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Finance
Nvidia CEO says AI data center spending will last 7–8 years amid $650B capex boom
by shayaanby shayaanNvidia CEO Jensen Huang pushed back on investor concerns about overbuilding data center capacity, calling the current wave of AI infrastructure spending …
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Amazon said Thursday it plans to spend $200 billion on capital expenditures in 2026, with a focus on artificial intelligence infrastructure, triggering …