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  1. 1
    Bridgewater says AI capex boom hinges on widespread adoption▼AI capex boom requires adoption to scale: Bridgewater✉newsTechnologyAI5 h ago

    Bridgewater argues that the surge in capital spending on artificial intelligence can only be justified if adoption scales broadly across the economy. The investment firm's view feeds into a growing debate about whether massive outlays by tech companies on data centres and chips will deliver returns, or whether current spending levels rest on unproven demand for AI products and services.

  2. 2
    Five more Apex-linked businesses traced to non-operational building▼Five more Apex-tied businesses found at non-operational building▶youtubeBusiness630.9K1 h ago

    KTIV News 4 reports that five additional businesses tied to Apex have been found registered at a building that is not operational. The discovery adds to questions about the company's network of connected entities and what activity, if any, takes place at the address. Investigators and viewers are watching for further official findings.

  3. 3
    Meta shares slide as investors weigh surging AI spending▼META Stock Rout Deepens Overnight On Capex Woes — Analysts, Retail Bulls Still Back Mag 7’s Cheapest AI Bet✉newsBusinessRetail6 h ago

    Meta shares extended losses overnight as concern grows over the company's heavy capital spending on artificial intelligence infrastructure. Despite the sell-off, analysts and many retail investors remain supportive, arguing Meta is still the cheapest way among the Magnificent Seven stocks to gain exposure to the AI theme. Debate is centred on whether the capex will translate into returns.

  4. 4
    Google stock steadies as retail traders buy the dip●GOOGL Stock Inches Up Premarket: Retail Traders Are Buying The Dip After CapEx-Fueled Selloff✉newsBusinessRetail5 h ago

    Alphabet shares edged higher in premarket trading as retail traders stepped in to buy following a selloff driven by the company's plans for sharply higher capital spending. The dip-buying suggests individual investors see the capex announcement as a long-term bet on AI infrastructure rather than a reason to sell. The stock's modest premarket gain points to stabilising sentiment after the initial drop.