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APXT News30 articles
Nebius Shares Surge 15.6% on 684% Revenue Jump; $25B Capex Plan Unveiled
Nebius shares jumped 15.6% after Q1 revenue surged 684% to $399 million. The AI cloud firm raised 2026 capex to $25 billion and started building AI facilities in Missouri and Pennsylvania.
Nebius Shares Surge Ahead of Q1 Earnings as $18 Billion Capex Plan Faces Test
Nebius Group shares surged to $190.98, approaching record highs, as investors await Q1 earnings. The AI cloud firm's $18 billion capex target and major deals with Meta and Microsoft are key.
Meta Platforms Drops as $145B AI Capex Plan Overshadows Strong Q1 Earnings
Meta Platforms shares dropped over 6% after hours after unveiling a $125-$145 billion 2026 AI capex plan, overwhelming a strong Q1 earnings beat with revenue up 33% and net income up 61%.
Meta's $145B AI Capex Plan Triggers After-Hours Stock Slide Despite Strong Earnings
Meta shares dropped 5% in after-hours trading after the company boosted its 2026 capex forecast to $145 billion, overshadowing a 33% revenue surge to $56.31 billion.
Nebius Surges as Meta's Higher Capex Signals AI Cloud Demand
Nebius shares jumped 5.3% to $142.73 after Meta boosted its 2026 capex forecast, highlighting a potential $27B deal. Q4 revenue soared 547% but net losses hit $249.6M.
Tesla Stock Edges Up After Musk's $115B Share Filing; Capex and Robotaxi Plans in Focus
Tesla (TSLA) shares closed at $378.67, up 0.6%, after registering 303.96 million shares linked to Elon Musk's 2018 CEO award, valued at $114.65 billion. The market weighed dilution concerns against Tesla's $25 billion 2026 capex plan and robotaxi timeline.
Amazon CEO Details $15B AI Revenue, Defends Massive Capex Plan
Amazon shares surged 5% Thursday as CEO Andy Jassy revealed AWS AI services generate over $15 billion yearly, with the chip business exceeding $20 billion. Jassy defended the company's planned $200 billion 2026 capital expenditure, noting significant customer commitments.
Institutional Investors Boost Amazon Holdings Despite AI Capex Concerns
Recent SEC filings reveal several investment firms expanded their positions in Amazon during Q4 2025, even as the company faces scrutiny over its massive AI-related capital expenditures.
Micron's Massive Capex Plan Sparks Oversupply Fears, Stock Drops
Micron Technology shares declined 4.4% to $404.25 on Monday, pressured by investor concerns over its aggressive capital spending plans for 2026 and 2027, which could lead to a memory chip oversupply.
Micron's Massive Capex Plan Sparks Investor Concern Despite Record Forecast
Micron Technology's stock extended losses as investors weighed a robust earnings report against a significant increase in planned capital spending, with fiscal 2026 expenditures projected above $25 billion.
Micron Shares Dip on Capex Surge Despite Record AI-Driven Results
Micron Technology shares declined despite posting record quarterly revenue and a robust outlook, as investors focused on a significant increase in planned capital expenditures. The memory chipmaker now expects to spend over $25 billion in fiscal 2026.
Micron's AI-Driven Earnings Surge Overshadowed by Hefty Capex Hike
Micron Technology reported record quarterly results and a strong forecast, yet shares declined as the company announced significantly higher capital expenditures to expand capacity for AI memory chips.
CoreWeave Shares Slide on Aggressive $35B Capex Plan, Investor Scrutiny
CoreWeave shares declined 3.6% in premarket activity Monday following the company's announcement of a massive $30-35 billion capital spending plan for 2026. The AI infrastructure provider also reported a Q4 net loss of $452 million.
CoreWeave Shares Slide on Aggressive $35 Billion Capex Plan
CoreWeave shares declined 3.6% in premarket activity following the company's announcement of a massive $30 to $35 billion capital spending target for 2026. The AI infrastructure provider also reported a Q4 net loss of $452 million.
CoreWeave Plunges on Aggressive $35B Capex Plan, Margins in Focus
CoreWeave stock dropped sharply following its announcement of a massive $30 to $35 billion capital expenditure plan for 2026, more than double last year's spending. The AI cloud infrastructure firm also reported a Q4 net loss of $452 million on $1.57B revenue.
CoreWeave Plunges on Aggressive $35B Capex Plan, Soft Q1 Outlook
CoreWeave shares tumbled over 18% following its ambitious $30-35 billion capital expenditure plan for 2026 and a muted first-quarter revenue forecast, highlighting investor worries over financing and profitability.
Antofagasta Stock Dips Despite Record Profit as Debt, Capex Concerns Weigh
Antofagasta shares declined 3.4% despite posting a record annual core profit of $5.20 billion for 2025. The drop reflected investor concerns over climbing net debt and significant capital expenditure.
Norwegian Cruise Orders Three New Ships, Stock Drops on Capex Concerns
Norwegian Cruise Line Holdings has placed an order for three new ships with Italian shipbuilder Fincantieri for delivery in 2036 and 2037, triggering a 7.6% stock decline amid investor concerns over future capital expenditures.
Kraft Heinz Stock Gains Despite Downgrades, Capex Hike
Kraft Heinz stock closed higher Friday, overcoming analyst downgrades and a negative credit outlook after the company paused its breakup strategy and increased its capital expenditure forecast for 2026.
Amazon Shares Retreat as Investors Assess AI Capex and Healthcare Expansion
Amazon stock declined 0.7% Wednesday as markets weighed the company's substantial AI investment plans and a major pharmacy delivery expansion.
Cisco Unveils AI Networking Chip, Rivals Slip on China and Capex Concerns
Cisco introduced a new networking chip for AI data centers, intensifying competition with Nvidia and Broadcom. Meanwhile, AI hardware stocks faced pressure from U.S.-China licensing scrutiny and investor worries over capital spending.
Texas Instruments Slashes Capex, Eyes Silicon Labs Deal Amid Insider Sales
Texas Instruments shares fell 1.13% as the company plans to cut 2026 capital spending to $2-3 billion and fund its Silicon Labs acquisition with cash and debt. Key executives sold shares after exercising options.
Amazon's Massive AI Capex Plan Sends Shockwaves Through Tech Sector
Amazon's projected $200 billion capital expenditure for 2026, significantly above expectations, triggered a 5.6% stock drop while fueling a chip rally. The tech sector faces rotation pressures with software stocks losing $1 trillion in value since late January.
Amazon Shares Drop on $200B AI Capex Plan, Investors Eye Economic Data
Amazon stock fell 5.6% after forecasting a more than 50% surge in capital expenditures this year, primarily for AI infrastructure. The market now awaits key U.S. jobs and inflation reports.
Alphabet Shares Extend Losses as AI Capex Concerns Weigh on Big Tech
Alphabet's Class C stock fell for a fourth consecutive session, closing at $323.10, as investor caution grows over escalating AI infrastructure spending plans for 2026.
Nvidia Leads Chip Rally on AI Capex Surge, Eyes on Earnings
Nvidia surged nearly 8% Friday, leading semiconductor stocks higher after Amazon's massive $200 billion capex plan for 2026 fueled optimism about AI infrastructure demand.
Alphabet Shares Slide Amid Investor Concerns Over AI Capex Surge
Alphabet stock fell 2.5% to $322.86, underperforming a broader tech rally as reports of potential doubled AI infrastructure spending this year weighed on sentiment.
UMC Shares Rise as AI Capex Signals Boost Chip Sector
United Microelectronics' U.S. shares gained 0.9% to $10.06, lifted by Amazon and Alphabet's increased AI infrastructure spending. The Philadelphia Semiconductor Index surged 5.7%.
Nvidia Leads Chip Rally on AI Capex Optimism, Key Data Ahead
Nvidia shares surged nearly 8% Friday, fueling a semiconductor sector rally on expectations of increased AI infrastructure spending by major cloud providers. Investors now await critical U.S. economic data and Nvidia's late-February earnings report.
KLA Leads Chip Equipment Surge on Amazon Capex Boost
KLA Corp shares rallied 8.4% to $1,442.95, leading chip-equipment stocks higher after Amazon announced a major increase in capital spending. The PHLX Semiconductor Index gained 5.7%.