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Catalyst pipeline

Tech Giants Break AI Capex Records

Amazon, Google, Microsoft, and Meta are investing record amounts in artificial intelligence through capital expenditures primarily for data center expansion. This continued spending signals sustained growth in the tech sector despite broader economic uncertainties.

NYT TECH ·Apr 29, 2026 · GOOGL

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Yahoo Finance

Why Nvidia stock looks cheap ahead of its high-stakes earnings report this month
Nvidia shares look cheap, no?
Yahoo Finance · 2026-05-08
The AI arms race is eating into Big Tech's cash flow: Chart of the Day
The AI boom has made Big Tech richer, bigger, and suddenly much hungrier for cash.
Yahoo Finance · 2026-05-08
Synaptics Q3 Earnings Call Highlights
Synaptics (NASDAQ:SYNA) reported its sixth consecutive quarter of double-digit year-over-year revenue growth in the third quarter of fiscal 2026, with management pointing to continued strength in core IoT products and expanding customer activity in Edge AI and robotics. President and CEO Rahul Pate
MarketBeat · 2026-05-09