AI capex · Stocks & News
US stocks and the latest news related to AI capex.
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- INTC Q3 deep dive: strong data center growth offsets PC challenges, outlook pressured by supply constraintsINTC · Yahoo
- Amazon Is Borrowing Against Its Own Data Center Gear to Fund More Data CentersAMZN · Yahoo
- Microsoft Q1: CROCI Says My 'Trim, Not Exit' Thesis Remains Firmly In PlaceMSFT · SeekingAlpha
- Meet the Brilliant AI Stock Obliterating Nvidia in 2026 With a Return of 44%NVDA · Yahoo
- Sandisk: The Selloff Is Just The BeginningSNDK · SeekingAlpha
- Microsoft's AI Boom Has A CostMSFT · SeekingAlpha
- Sandisk's AI Shift Is Bigger Than EarningsSNDK · SeekingAlpha
- Nvidia Drew DOJ Questions and Weighed Backing Debt for an Anthropic Data Center in One Week. Here’s Why Its Cash Flow Matters MoreNVDA · Yahoo
- AMD Stock Fell 11% in a Day Ahead of Its November 3 Report. Here’s Why Intel’s 78% Data Center Jump Matters More to AMD Than Its PC WarningAMD · Yahoo
- Nvidia weighs playing the cosigner for Nscale’s AI data center in West VirginiaNVDA · Yahoo
- It’s Time to Revisit The Nvidia Vs. AMD DebateAMD · Yahoo
- Advanced Micro Devices (AMD) Lands First GSI Deployment Under AI Compute DealAMD · Yahoo
- SanDisk (SNDK) Q1 2027 Earnings Call TranscriptSNDK · Yahoo
Delayed data · For reference only · Not investment advice