Already, Oracle's free cash flow, defined as operating cash flow minus capital expenditures, has plunged into negative ...

Data center CAPEX is projected to surpass $1.2T by 2029, fueled by hyperscaler AI infrastructure buildouts. The top six tech firms hold $2T in spending power, in my opinion, combining borrowing ...

Big Tech has shifted from a focus on genuine innovation to a model of value extraction, where massive fines for manipulative and monopolistic practices are now treated as a routine cost of doing ...

Big Tech Capex estimates have increased from $280B to $405B, an impressive 31% positive revision. Read more on AI Stocks here ...

Favorable treatment off the balance sheet hinges on some convenient assumptions.

For the time being, this is a lender’s market. Companies harbouring big AI ambitions are keen to scale up fast, and borrowers ...

Oracle is the most indebted, and analysts warn that it is at risk of a credit rating downgrade. The five largest firms will ...

There’s been a fair bit of discussion at the Labour Party Conference on the opportunities presented by artificial intelligence (AI) to boost the economy and improve living standards. At last count, ...