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APXT News13 articles
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%.
Cloud Stocks Rally Despite Amazon's Massive Capex Plan
Cloud ETFs gained Friday as investors weighed AI's impact on software growth. Amazon fell sharply after projecting $200 billion in 2026 capital expenditures.