Friday, November 1, 2024

The capital expenditures of Amazon, Alphabet, Meta, and Microsoft are set to total over $200B in 2024 as companies accelerate spending chasing AI (Bloomberg)

Bloomberg:
The capital expenditures of Amazon, Alphabet, Meta, and Microsoft are set to total over $200B in 2024 as companies accelerate spending chasing AI  —  - Amazon, Alphabet, Meta and Microsoft all accelerated spending  — Mixed results from the big tech won't slow 2025 investment



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Shanghai's tech-focused Star 50 index is up 29% in 2026, and its P/E ratio is 150+, above Nasdaq 100's 35, fueled by Beijing's tech push and an investor frenzy (William Sandlund/Financial Times)

William Sandlund / Financial Times : Shanghai's tech-focused Star 50 index is up 29% in 2026, and its P/E ratio is 150+, above Nasdaq...