Investors: Watch Hyperscaler Capex Guidance in H2 2026
Tech investors brace for the second half of 2026 as hyperscaler capex guidance from major cloud players could reshape...
Hyperscalers
Explore 4 Hyperscalers-focused articles that explain how cloud giants influence stock moves and budgets. Get actionable insights to optimize investments and protect your finances today.
24 articles
Cramer Doubts June Jobs Data, Points to Capex Surge Across U.S.
Jim Cramer raised questions about the credibility of June payroll data amid a surge in private capital spending by te...
Michael Burry Bear Case Returns as AI Chips Signal Risk
The michael burry bear case returns to the AI chip story as depreciation gaps collide with decade-long financing, thr...
Applied Digital CEO: AI Industry Faces Delays Through 2027
Applied Digital signals a slower AI data-center buildout through 2027 amid labor constraints, with hyperscalers pushi...
Huge News Broadcom Stock Signals Nvidia Stock Rally
A new wave of enterprise chip investments is shaking up the AI hardware landscape. This huge news broadcom stock deve...
Nebius Stock's Massive Upside: Risks, Growth, and a Realistic Path Forward
Nebius stock's massive upside sits at the intersection of rising AI demand and heavy capital needs. This article brea...
DTE Energy Emerges as Top AI Infrastructure Beneficiary
DTE Energy is carving out a leading role in AI infrastructure, backed by new hyperscaler deals, a ramped-up capital p...
Backlash Against Data Centers and Hyperscalers' Earnings
A rising pushback against data centers is reshaping the debate over AI infrastructure. This article breaks down what ...
Investors: Watch Hyperscaler Capex Guidance This July
SMH investors are entering a pivotal July earnings season, with hyperscaler capex guidance set to determine the ETF's...
Vistra vs Constellation: Which Power Stock Is Winning Now
As AI data centers ramp up, two independent power producers headline the market: Constellation Energy and Vistra. Thi...
Forget Nvidia. These Hyperscalers Could Be Top AI Stocks Through 2030
As AI expands, the biggest upside may come from the hyperscalers funding the cloud and data centers behind the scenes...
SanDisk Price Prediction: Rally Faces Fresh Hurdles Ahead
Investors weigh whether SanDisk can sustain its rally as datacenter demand and hyperscaler contracts provide longer-t...