Hyperscalers’ Cloud Revenue and Capex Update
Hyperscalers' revenues and cloud revenues are accelerating from 1Q25, Capex set to increase significantly in the coming years.
665 Views
Tactical Alert: Undervalued Stocks Poised to Rally This Week
China Mobile (941 HK) and Meta (META US) are both oversold according to our quantitative models, with China Mobile showing a bullish pattern...
367 Views
US Stock Market - Deposits of USD17,948billion Sit in US Banks. Potential Flow to Markets.
Deposits in US banks are now $18.4trillion. Never has it been higher. In past week these are up $122bn to 3 Sept WoW. The magnitude of this ultra...
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Hyperscale Capex Is Maintained or Increased No Cuts or Postponement Capacity Constrain at AMZN GOOG
Hyperscalers maintain or increase Capex, mention capacity constraints. Financial statements show improving margins, higher capex and higher free...
600 Views
IS AI Spending Poised to Fall?
Hyperscaler CapEx growth may be slowing as Microsoft cuts spending in Q4 while Amazon, Facebook, and Alibaba increase theirs, leading to a...
623 Views