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12.02.26 - 05:48
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TSMC′s advanced process drives AI profits; SMIC, UMC, VIS face growth pressure (Digitimes)
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Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns about an AI bubble, though Nvidia CEO Jensen Huang called the CSPs' spending "reasonable and necessary." The semiconductor industry sees a clear divide: TSMC is profiting heavily from AI demand, while Semiconductor Manufacturing International Corporation (SMIC), United Microelectronics Corporation (UMC), and Vanguard International Semiconductor (VIS) face growth challenges....
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05.02.26 - 21:45
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Amazon Earnings Preview: All Eyes On CapEx (ZeroHedge)
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Amazon Earnings Preview: All Eyes On CapEx
At first, the market was happy to reward big capex forecasts (META); but just a few days later, it changed its mind and decided that the bigger the beat, the bigger the penalty (as was the case with GOOGL today). That leaves Amazon in a precarious place as it prepares to report earnings after the close today: does it project some berserk number or does it risk being conservative? After all, the only thing that will matter is the capex forecast (the earnings will likely be good enough).
Looking at the bigger picture, Bloomberg notes that it's probably not a great sign that Amazon's share price is down more than 4% on the day of earnings, before the first headline has even hit. After the hyperscalers Microsoft and Alphabet spooked markets with their huge spending plans -- Meta seems to have got away with it -- perhaps the best thing Amazon could do would be to announce that it plans only moderate capital expenditure in 2026.
One thing in Amazon's...
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30.01.26 - 00:33
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Apple Rises After Shocking China Sales Beat Offsets US Revenue Miss (ZeroHedge)
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Apple Rises After Shocking China Sales Beat Offsets US Revenue Miss
Ahead of today's AAPL earnings report, we've had a very mixed picture from Mag 7 earnings so far: first, there was Microsoft, which crashed after its capex forecast unexpectedly jumped, then there was META, which soared after its capex forecast unexpectedly jumped (only in this case the company made up for it by pretending its ad revenue will also increase almost dollar for dollar with the new capex), and then there was TESLA which first dropped, then jumped, then dropped as the market digested the company's complete conversion from an auto company (now without the S and X models) and into a robotaxi "story" stock. As such, many are looking to AAPL to break the tie when it reports at 3pm today.
But before we look at the numbers, here's what Wall Street is expecting:
Revenue estimate $138.4 billion
Products revenue estimate $107.69 billion
Mac revenue estimate $9.13 billion
IPad revenue estimate $8.18 billion...
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29.01.26 - 22:36
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AI Spending Delivers Mixed Results to Stocks | Bloomberg Tech 1/29/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set to release results after the bell with investors focused on holiday sales and memory costs. And, Amazon reported hundreds of thousands of pieces of content it believed included child sexual abuse material, which it found in data gathered to improve its AI models. (Source: Bloomberg)...
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