Oracle Jumps On Solid Earnings And Guidance Boost…
There was much anxiety ahead of Oracle's Q3 earnings release: yes, revenue growth would be…
Tag: Capex
Amazon Plunges After Forecasting 50% Surge In Capex To…
In our AMZN earnings preview, we said that the price reaction from META and GOOGL "leaves…
Amazon Earnings Preview: All Eyes On CapEx
At first, the market was happy to reward big capex forecasts (META); but just a few days later, it…
Google Goes Wild After Hours After Beating Estimates,…
Heading into today's Alphabet earnings, we said that as a result of positioning (GOOGL…
Meta Stock Jumps Despite Soaring Capex, Expense…
As we wrote in our Mag 7 earnings preview, investor sentiment has soured considerably on META since…
Microsoft Tumbles After Cloud Growth Slows, CapEx Soars
With all eyes firmly focused on CapEx numbers to keep the AI-expansion narrative alive, Microsoft…
Oracle Tumbles On Disappointing Cloud Revenue; CapEx…
While the Fed's "not so hawkish" cut was certainly better than what the market…
CapEx Spending On AI Is Masking Economic Weakness
Authored by Lance Roberts via RealInvestmentAdvice.com,The U.S. economy’s recent growth has a…
Meta, Google, Microsoft Capex Wrap
It was a huge day for Megacap earning, with META -8% on better top line results but (much) higher…
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