Big Tech AI Stocks To Showcase AI Gains, Capex In Q4 Reports

3 days ago · Big Tech’s capex in 2024 blew estimates out of the water, coming in much higher than expected, with 2025 likely to follow as Microsoft has already signaled AI-data center …

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Big Tech AI Stocks To Showcase AI Gains, Capex In Q4 Reports

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4 days ago · Due to outsized capex spending and minimal AI revenue, Big Tech isn’t the best way to play AI. Our firm was first to Nvidia’s AI thesis in 2018 for gains of over 4,000% for our …

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Big Tech Capex Spending Is Set To Soar Once Again In 2025: 1 Top …

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Nov 8, 2024 · However, these big tech companies are on track to spend an estimated $165.2 billion in capex this year, which would be a big increase of almost 50% from 2023 levels.

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AI Stock Shock Could Spark Broader Gains In US Market

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1 day ago · The S&P 500 growth index , opens new tab, which is heavily populated by tech stocks, dropped about 3.6% on Monday, while the counterpart value stock index , opens new …

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9 Stocks Poised For Gains As AI Reaches New Heights In 2025

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Jan 8, 2025 · Tech-laden Nasdaq, home to some of the biggest AI investment plays, was up by 29% in 2024, adding to the 43% gain generated in 2023. The big question at the start of the …

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3 Undervalued AI Tech Stocks Poised For Sizable Gains In 2025

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Dec 20, 2024 · Netflix soars after Q4 earnings. Catch the best Big Tech plays before they report. Use free screener. Get 100% ad-free experience. ... Stock Markets. Published 20-12-2024, …

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Microsoft’s AI Grew 157% Year Over Year, But It’s Not ... - Fortune

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8 hours ago · Microsoft CEO Satya Nadella claims the DeepSeek drama is "all good news" for the industry.

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Nvidia’s Stock Has 70% Potential Upside For 2025 - Io-fund.com

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Nov 27, 2024 · Big Tech AI Stocks to Showcase AI Gains, Capex in Q4 Reports. Big Tech’s earnings are just around the corner, with Microsoft and Meta kicking the season off on January …

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Tesla Earnings Recap: Musk Talks Robotaxi Rides In June, Optimus ...

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11 hours ago · After Musk said in October that Tesla's vehicle sales growth could reach 20-30% in 2025, Tesla appeared to offer more measured guidance in its Q4 earnings release, saying that …

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Fed Rate Decision, Stock Market Updates: Dow, Nasdaq, S&P 500 …

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1 day ago · The stock lost a record $589 billion in market cap on Monday, with shares falling roughly 17% as a new artificial intelligence model from China's DeepSeek raised questions …

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FAQs about Big Tech AI Stocks To Showcase AI Gains, Capex In Q4 Reports Coupon?

How much did big tech spend on capex in Q3?

Big Tech spent $64.9 billion on capex in Q3, up 11% QoQ and accelerating to 68% YoY. Microsoft and Amazon combined for $42.6 billion in capex in the third quarter, with Alphabet maintaining its ~$13 billion/quarter rate and Meta beginning to accelerate its spending. ...

How much will big tech spend in Q4?

Assuming spend is flat sequentially for Microsoft, the two would be spending ~$33 billion in Q4. Putting this all together, Big Tech could spend another $70 billion in Q4, overwhelmingly for AI infrastructure, putting full year capex at ~$240 billion, or nearly 15% higher than the level they were tracking for at the start of the year. ...

How much will tech companies spend on capex this year?

However, these big tech companies are on track to spend an estimated $165.2 billion in capex this year, which would be a big increase of almost 50% from 2023 levels. ...

Will big tech's CAPEX increase in 2024?

Big Tech’s capex in 2024 blew estimates out of the water, coming in much higher than expected, with 2025 likely to follow as Microsoft has already signaled AI-data center capex 42% higher than estimated. Analysts had initially estimated capex of ~$200 billion for Big Tech in 2024, an increase of ~30% YoY. ...

How much does big tech spend on AI infrastructure in 2024?

So far in 2024, Big Tech has spent nearly $171 billion on capex, predominantly for AI infrastructure, up 56% from 2023. To understand why these four are accelerating spending this year and laying the groundwork for even higher spend in 2025, consider this: why is Big Tech spending billions on AI infrastructure globally? ...

How much will tech giants spend in Capex in 2025?

What's more, these tech giants are expected to spend almost $200 billion in capex in 2025, thanks to their focus on expanding their data centers to meet the growing demand for AI applications. Bloomberg points out that the majority of this spending will be allocated to graphics processing units (GPUs) and other data center infrastructure. ...