Results for "CAPEX"
10 results
Episodes
StandardSummaries onlyThe AI Superbowl
Tech Brew Ride Home· Feb 9, 2026
Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL of Silicon Valley’s free cashflow while Apple sits out the party? And …
openaianthropicainews
StandardSummaries onlyAmazon's $200B CapEx Spend Dominates AI Race
The Jaeden Schafer Podcast· Feb 8, 2026
In this episode, we explore the intense CapEx spending by tech giants like Amazon, Google, and Meta in the AI compute arms race. We also discuss how Amazon's AWS cloud business is outperforming and expanding, despite inv…
ainews
StandardSummaries onlySOTS 2nd Hour: Your Earnings Playbook - from Big Tech to Healthcare, Plus Anthropic Fundraise Details 4/30/26
Squawk on the Street· Apr 30, 2026
Alphabet's AI cloud boom steals the show as Meta tanks on capex fears, Fed Chair Powell vows to stay put, Anthropic eyes a $900B valuation, and Apple earnings loom—all from the NYSE floor.
anthropicinvesting- 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
The Mother Of All Meta Layoffs?
Tech Brew Ride Home· Mar 16, 2026
Is Meta about to do the mother of all layoffs? New AirPods Max 2. Why OpenAI delayed its sexytime chat… the calls to do so were coming from inside the house. What does it mean if the San Francisco real estate market is r…
newstechnology - StandardSummaries only
Earnings Parade: Market Reaction to Mag 7 Results, Caterpillar and Lilly Surge 4/30/26
Squawk on the Street· Earnings Parade· Apr 30, 2026
On the last trading day of the month, Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to quarterly results from four of the "Magnificent 7": Alphabet, Amazon, Meta and Microsoft. The an…
aiinvesting 
StandardSummaries only20VC: 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 …
openaianthropicinvesting
