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The Good, The Bad, And The Ugly Of The AI Capex Race
Saturday, November 8, 2025 - 1:16pm | 903Read More...Silicon Valley is investing heavily in artificial intelligence like never before. The Magnificent Seven—Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Meta (NASDAQ:META), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA)—are expected to spend close to $400...
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Wall Street On AI: Less Talk, More Action — Tech Titans' Strategies Unveiled
Wednesday, November 22, 2023 - 3:30pm | 773Read More...U.S. corporations are moving from words to deeds when it comes to artificial intelligence (AI). As Goldman Sachs highlighted in a note, mentions of AI have tapered off slightly from last quarter’s peak. But investment commitments by U.S. companies to this transformative technology continue...
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High Capex, High Rewards: Analyst Looks At Cannabis MSOs' Strategies
Wednesday, October 18, 2023 - 3:16pm | 1244Read More...As interest rates climb and regulatory uncertainties loom, decisions on capital expenditures (capex) by cannabis MSOs (Multi-State Operators) become paramount for their future success. Are some MSOs missing out on significant growth opportunities? In his latest analysis, Pablo Zuanic, managing...
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NFIB Survey Suggests A Recession Is Coming
Monday, February 6, 2023 - 1:52pm | 1792Read More...By Lance Roberts The most recent NFIB (National Federation Of Independent Business) is sending a strong signal of an economic recession. In 2019, the NFIB survey, combined with an inverted yield curve, suggested an impending recession. In 2020, those signals became a reality. As in...
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XS Financial's Q3 Report Shows Consistent Growth With 108% YoY Increase In Revenue
Monday, November 28, 2022 - 7:08pm | 335Read More...XS Financial Inc. (CSE: XSF) (OTCQB: XSHLF), a specialty finance company providing CAPEX and equipment financing solutions to US cannabis companies reported its financial results late Monday for the third quarter ended September 30, 2022. "During the third quarter, we achieved...
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Warning UPS About Excessive Capex And Buybacks, Moody's Downgrades Outlook To Negative
Tuesday, March 5, 2019 - 10:36am | 776Read More...On Monday, the credit ratings agency Moody's (NYSE: MCO) announced that it was changing UPS's (NYSE: UPS) ratings outlook from positive to negative, while reaffirming its A-1 senior unsecured debt rating, essentially the middle of the ‘investment grade' spectrum of bond...
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Jobs Report Beats Expectations, Adding To Week Of Market-Boosting Economic News
Friday, February 1, 2019 - 11:27am | 1642Read More...As a new month got underway, investors had their second helping of big economic news this week in the form of the government’s jobs report for January, which came after the Fed meeting earlier this week helped boost the market. For the second month in a row, job creation in the United...
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Do Higher Capital Expenditures Mean Higher Share Prices For Retailers?
Tuesday, March 31, 2015 - 4:39pm | 462Read More...Analysts at Citigroup recently took a look at hardline retail stocks and the new omni-channel initiatives that are driving capex in the space. The analysts believe that these investments are likely to pay off for several names down the road. Does Higher Capex Mean Higher Share Price? Citi...
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Deutsche Bank Says Rangold Has 'Run Out Of Upside,' But Shareholders Disagree
Monday, February 9, 2015 - 5:55pm | 399Read More...Shares of Rangold Resources Ltd. (ADR) (NASDAQ: GOLD) recovered nicely on Monday afternoon after a mid-day downgrade from Buy to Hold by Deutsche Bank sent the stock’s share price tumbling. In their note, Deutsche Bank analysts explained that they believe Rangold has “run out of...
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Leon Cooperman: Here's The Positives & Negatives Of The Oil Price Slump
Wednesday, December 17, 2014 - 6:20pm | 427Read More...The decline in oil prices has baffled many investors. However, Leon Cooperman, the man who created Goldman Sachs Group Inc's asset management arm and one of the highest-paid hedge fund managers on the Street, is unfazed even though his largest equity holdings are in the energy sector....
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Cisco's CFO Frank Calderoni On Economic Recovery, Global Investing and CAPEX (CSCO)
Thursday, June 20, 2013 - 10:58am | 340Read More...Cisco Systems (NASDAQ: CSCO) Executive Vice President and CFO Frank Calderoni appeared on CNBC's Squawk Box on Thursday morning where he discussed Fed Chairman Ben Bernanke's comments that the Fed will begin reducing stimulus later in 2013 as the economy gets better, and the company's strategy for...











