Tag Archives: CNBC

Alphabet expects capital expenditure for 2026 to come in between $175 billion and $185 billion — at the higher end, capex will more than double from last year.

The search giant’s proposed capex spend for 2026 exceeds that of its hyperscalers peers.

Shares of software companies have been getting beaten up, and the selloff accelerated this week after Anthropic’s latest unveiling.

Ciena is predicting the fastest growth since 2011 in the current fiscal year, thanks to its position in artificial intelligence.

Tech is not the only investable part of the market, CNBC’s Jim Cramer stressed Wednesday.

Much of Google’s AI software doesn’t run on industry-standard Nvidia chips, but instead on its own tensor processing units. Broadcom helps Google make its TPUs.

Snap released on Wednesday its fourth-quarter earnings that beat on sales but missed on revenue guidance.

“We’re starting to see that memory is going to define the size of the mobile market,” Qualcomm CEO Cristiano Amon said in an interview.

Jassy was Jeff Bezos’ shadow in the early 2000s before going on to lead Amazon Web Services.

The collaboration is being discussed as part of Amazon’s ongoing talks to invest up to $50 billion in OpenAI, according to a source familiar.