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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US Commerce Secretary Howard Lutnick says consumer electronics exempt from tariffs may be included in semiconductor tariffs likely coming in "a month or two" (Aime Williams/Financial Times)

Aime Williams / Financial Times : US Commerce Secretary Howard Lutnick says consumer electronics exempt from tariffs may be included in s...