Top hyperscalers to boost AI capex to $600 billion: Stocks that benefit
Artificial intelligence is driving exponential capital expenditure growth, with just the top hyperscalers expecting to spend 70% more this year than they did last year. Recent earnings reports from Amazon , Alphabet , Meta and Microsoft revealed planned capex of more than $600 billion combined this year. In 2025, these Continue Reading
Equinix is the ‘landlord’ for the AI revolution, says Reflexivity CEO Jan Szilagyi
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Market Navigator Jan Szilagyi, Reflexivity CEO, joins ‘Power Lunch’ to discuss the chief executive’s thoughts on data center-adjacent stock Equinix. 02:56 an hour ago
What the EPA’s flip on climate change means for automakers
The Environmental Protection Agency’s decision to reverse its findings on the harms caused by greenhouse gases might look like a win for big gas-guzzling vehicles and a disaster for the U.S. electric vehicle market. But critics of the move and some industry analysts argue that the American auto industry can’t afford Continue Reading
How EPA endangerment repeal could hit your wallet
Environmental Protection Agency Administrator Lee Zeldin talks to residents and small business owners impacted by the Palisades Fire on Feb. 4, 2026 in Pacific Palisades, California. Mario Tama | Getty Images News | Getty Images The Trump administration repealed a key defense in the U.S. fight against climate change — Continue Reading
The January CPI inflation report is due out Friday morning. Here’s what it’s expected to show
Customers shop at Walmart on January 22, 2026 in Little Rock, Arkansas. Will Newton | Getty Images Investors got some good news this week on the state of the labor market and more may be on the way Friday on inflation. The consumer price index, a broad measure of goods Continue Reading
Trump revokes EPA endangerment finding on greenhouse gas emissions
Environmental Protection Agency (EPA) Administrator Lee Zeldin speaks accompanied by U.S. President Donald Trump, at the White House in Washington, D.C., U.S., February 12, 2026. Jonathan Ernst | Reuters The Trump administration on Thursday revoked a landmark scientific finding that serves as the legal foundation for federal regulations to limit Continue Reading
Office real estate stocks tumble as AI disruption casualties in the stock market grow by the day
Real estate stocks have become the latest victim of the artificial-intelligence threat. Commercial real estate brokers are selling off for a second straight day. CBRE tumbled 13.5% in midday trading, a drop that Oppenheimer pointed out as especially alarming given that the only other times the stock has tumbled further Continue Reading
‘Exceptional’ holiday season will drive expected Q3 earnings beat
FedEx on Thursday outlined projected revenue growth over the next three fiscal years that it says will be powered by digital innovation and new business lines in Europe. The company said adjusted earnings for its third quarter are expected to exceed Wall Street estimates due to an “exceptional” holiday season Continue Reading
Stocks making the biggest moves midday: CROX, CSCO, LULU, APP
Check out the companies making the biggest moves in midday trading: Crocs — Shares of the clogs manufacturer surged 21% after Crocs reported upbeat guidance for the current quarter. The company sees adjusted earnings ranging from $2.67 to $2.77 per share, surpassing the FactSet consensus call for $2.52 per share. Continue Reading