AI
As of January 6, 2026, the global financial markets are witnessing a capital expenditure cycle unlike any in history. The "Big Four"—Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Meta (NASDAQ:META), and Amazon (NASDAQ:AMZN)—alongside Oracle (NYSE:ORCL), have officially projected a collective AI-related capital expenditure (CapEx)
Nvidia
As the tech world converged on Las Vegas for CES 2026, the atmosphere was thick with anticipation for what many analysts are calling the "second act" of the artificial intelligence era. On January 5, 2026, Nvidia (NASDAQ: NVDA) CEO Jensen Huang took the stage to officially unveil the
AI
As the calendar turns to January 6, 2026, the financial world is grappling with a staggering new reality: the "AI arms race" has reached a fever pitch. Goldman Sachs has released a definitive outlook for the year, projecting that capital expenditure (capex) from the world’s largest technology