Business
from24/7 Wall St.
1 day agoAmazon Is Wells Fargo's Top Internet Pick for 2026
Wells Fargo raised Amazon's price target to $305, citing AWS revenue growth and improved free cash flow as key factors.
#capital-expenditures
#capital-expenditures
[ follow ]
#ai-infrastructure #meta-platforms #ai-investment #free-cash-flow #artificial-intelligence #meta #amazon
#microsoft
Tech industry
from24/7 Wall St.
1 week agoMicrosoft Is Down 24% This Year While Spending $30B a Quarter on AI
Microsoft's stock is down 24% year-to-date amid concerns over AI infrastructure spending and a hiring freeze in its cloud unit.
Business
from24/7 Wall St.
1 week agoMicrosoft May Have Its Worst Showing in 20 Years. Is It Too Cheap to Ignore?
Microsoft's stock has dropped 25% in Q1 2026, raising concerns about its capital expenditures and growth prospects in AI.
Artificial intelligence
fromTechCrunch
2 months agoSatya Nadella insists people are using Microsoft's Copilot AI a lot | TechCrunch
Microsoft's cloud revenue and profits rose, but massive AI-related capital expenditures have investors worried whether spending will produce faster product growth and higher profits.
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/MS4KWDCTZBET3GTVZDPFCK44EQ.jpg)
from24/7 Wall St.
1 month agoAir Products Delivers $1.79: What This Dividend Giant's Payout Says About Its Future
The $1.79 quarterly payment represents the final installment before the company's recently announced increase. On January 27, 2026, management declared the next quarterly dividend at $1.81 per share, a 1.1% increase that continues the growth trajectory but at a noticeably slower pace than the company's historical standard. At the current stock price of $295.40, that translates to a forward yield of approximately 2.5%.
Business
from24/7 Wall St.
2 months agoIs This Dividend Stalwart Signaling a Tough Economy in 2026?
Fastenal's Q4 revenue rose 11% year-over-year, driven by contributions from its various product lines, and generating net income of $294 million, in-line with Wall Street estimates for earnings of $0.26 per share. The company's focus on operational investments - with plans to raise capital expenditures to $310 million to $330 million in 2026, up from $230.6 million in 2025 - to fund a new Atlanta distribution hub, expanded trucking capacity, and IT enhancements, all point to expected growth.
Business
fromwww.mercurynews.com
4 months agoApple's restraint finds fans as AI spending faces scrutiny
Investors are beginning to scrutinize the huge sums companies like OpenAI, Meta Platforms Inc. and Microsoft Corp. are spending on AI, leading to heavy volatility in what had been some of the year's biggest momentum plays. As a result, Apple's position is being re-evaluated. While it's still considered a potential AI winner, it doesn't carry the risk of heavy capital expenditures and it does have ample cash on its books. That makes Apple shares a potential haven within the technology industry if the AI trade unwinds further.
Apple
fromwww.cnbc.com
5 months agoStocks making the biggest moves premarket: Alphabet, Microsoft, Meta Platforms, Eli Lilly, Merck & more
Alphabet The search giant jumped more than 7% after strong results that were boosted by revenue from Google Cloud and YouTube advertising. Alphabet earned $3.10 per share, on an adjusted basis, more than the $2.33 per share expected by analysts polled by LSEG. Revenue of $102.35 billion exceeded the $99.89 billion consensus estimate. Meta Platforms The Instagram parent slumped more than 8% after raising its capital expenditures outlook to invest more in artificial intelligence.
[ Load more ]