capital expenditure
The Great Tech Divergence: Why Wall Street Cheered Alphabet and Punished Meta
A tale of two tech titans: Meta’s stock tumbles on massive AI spending plans while Alphabet’s soars on record revenue and its first-ever dividend.
The $80 Billion AI Gamble: Are Tech Giants Building the Future or a Bubble?
Big Tech’s $80bn AI spending spree divides investors. Is this a necessary investment in the future or a speculative bubble with no clear path to profit?
A Tale of Two Titans: Why Wall Street Cheered Google’s AI Strategy and Jeered Meta’s
A tale of two tech titans: Why Alphabet’s stock soared on AI profits and dividends, while Meta’s huge AI spending spooked the market.
Eurostar’s Double-Decker Gambit: A Multi-Billion Euro Bet on Europe’s Economic Future
Eurostar’s landmark order for double-decker trains is a multi-billion Euro bet on Europe’s economic future, signaling a major shift in transport finance.
OpenAI’s Trillion-Dollar Gambit: Deconstructing the Financial Blueprint for AGI
OpenAI’s 5-year plan targets up to $1tn in spending to build AGI, using a mix of revenue, debt, and equity to fund this unprecedented tech endeavor.