“It’s completely unclear to me who’s going to monetize and make money out of all this capex,” said Wood at the Fortune Innovation Forum. Wood, now the global head of equity strategy at Jefferies Hong ...
Investors are increasingly favoring U.S. companies that channel capital toward AI innovation over those offering traditional shareholder payouts such as dividends and buybacks, even as the debate over...
S&P 500 cash spending is expected to rise 11% in 2026 to a record $4.4 trillion, driven by a surge in capital expenditure from large technology firms and a rebound in cash M&A, according to ...
Seeking Alpha’s roundup of statements, announcements, and remarks that could impact the technology sector. Read more here. Comments Seeking Alpha’s roundup of statements, announcements, an...
