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News 2026-09-28 17:36 UTC
The AI trade is acquiring a new kind of leverage: debt. UBP estimates Microsoft Corp (NASDAQ: MSFT ), Amazon.com Inc (NASDAQ: AMZN ), Alphabet Inc (NASDAQ: GOOGL ) (NASDAQ: GOOG ), Meta Platforms Inc (NASDAQ: META ) and Oracle Corp (NYSE: ORCL ) could spend $1 trillion to $1.3 trillion on capital expenditure in 2027, p
News 2026-09-09 06:41 UTC
Braze reported fiscal second-quarter revenue of $227 million, up 26% year over year, and said non-GAAP operating margin improved by more than 600 basis points. It raised third-quarter and full-year revenue guidance.
News 2026-09-03 18:27 UTC
Walmart shares were up Thursday afternoon as broader market tailwinds and a new strategic partnership with Inspire Brands, including Dunkin' locations in Walmart stores, lifted the stock.
News 2026-09-02 22:26 UTC
Netskope reported Q2 fiscal 2027 revenue of $221 million, up 29% year over year and ahead of guidance, with ARR at $899 million, up 27% year over year.
News 2026-08-17 17:56 UTC
Target Corp. shares trade lower on Monday as investors take profits ahead of its second-quarter earnings report on Wednesday, while softer U.S. retail sales data weighs on sentiment.
News 2026-07-31 11:07 UTC
Credit-default swaps, the derivatives synonymous with the 2008 financial crisis, are becoming Wall Street’s preferred system for dealing with the rampant artificial-intelligence spending boom. As hyperscalers tap out their cash flows and increasingly reach into the debt market, investors are paying for protection again
News 2026-06-22 14:17 UTC
Amazon Prime Day spending is expected to rise 9% to $26.3 billion
News 2026-06-22 12:04 UTC
Amazon Prime Day spending is expected to rise 9% to $26.3 billion
News 2026-06-20 12:55 UTC
Tech giants are depleting reserves and leveraging debt in their ambitious data center buildouts. That's making the group much more exposed to the cost of borrowing and giving tech investors reason to pay attention to the Fed. "Tech investors are learning what it's like to be an investor in old-economy industrial busine