Results for "data center capex"

Episodes

• 

  📋Intelligent Report

  11AM Hour: Dan Niles on Tech Earnings, Looking Ahead to the Fed & AI's Circular Funding 7/27/26

  Squawk on the Street· Jul 27, 2026

  Hyperscaler earnings, a Fed meeting, AI cyber threats, China's CXMT IPO surge, and OpenAI's $250B Nvidia data center deal dominate a whipsaw week for markets.

  Eric Von NostrandLazard Asset ManagementDan NilesNiles Investment ManagementGregory Allen

  openaiinvesting
• 

  📋Intelligent Report

  AI Capex Concerns & Big Tech 3/30/26

  TechCheck· Mar 30, 2026

  Microsoft, Alphabet, and Meta face historic 2026 declines as massive natural gas-powered AI data center deals raise fears of margin compression from soaring energy and input costs.

  MicrosoftAlphabetMetaOpenAIAnthropic

  openaianthropicinvestingmanagement
• 

  StandardSummaries only

  Tech Earnings: Tesla Falls, ServiceNow Tumbles, IBM Slides 4/23/26

  Squawk on the Street· Tech Earnings· Apr 23, 2026

  David Faber and Jim Cramer covered all of the bases on tech earnings: Tesla shares under pressure on comments from Elon Musk about capex plans and full self-driving, after the company posted mixed Q1 results. ServiceNow …

  aiinvesting
• 

  StandardSummaries only

  20VC: Anthropic vs The Pentagon: Who Wins | The Ultimate Stock Picks: What to Buy | The Data Centre Arms Race: Is the Capex War Stalling | The Era of Public Company Deceleration is Dead

  The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Mar 12, 2026

  Understanding these dynamics is crucial for B2B professionals as they navigate the rapidly evolving landscape of AI adoption, regulatory challenges, and workforce transformation, which will significantly impact business …

  AnthropicOpenAIMetaOracleCrowdStrike

  openaianthropicinvesting