Hyperscalers’ Capex Update. Remember Jensen’s $500bn Yesterday ?
GOOG and META plan significant Capex increase in 2026, while MSFT saw a 58% YoY increase in FY25 and expects more in FY26. Overall, a ~50% Capex...
509 Views
Google: Ad and Cloud Re-Accelerating. Large Impact of AI Tools. Stock Is Not Expensive.
Google stellar 3Q25 results with revenue up 16% YoY and Operating profit up 22%. Consensus predicts steady growth, with GOOG trading at reasonable...
465 Views
AvePoint SGX Secondary Listing - Strong Growth and Large Client Base but Unclear Metrics
AvePoint (AVPT US) , a global provider of data security, governance, and resilience, aims to raise around US$300m in its Singapore secondary listing.
925 Views
KLA & LaserTec, AMD, Hyperscaler Capex, SK Hynix, SWKS and QRVO, WOLF, MCHP
Another week of earnings, with KLA having a rare miss and the guidance being a bit light for the inspection execution machine.
546 Views
Google, Microsoft, Facebook and Nvidia: AI Spending Implications at the Hyperscalers
Google, Microsoft, and Facebook reported earnings. Let’s discuss their capex plans and what that means for our new data center champion, Nvidia. I...
480 Views