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DEJürgen Klopp wird Bundestrainer: Internationale Reaktionen und deutliche WarnungDEVarta beantragt InsolvenzverfahrenDEVolkswagen: Miserable HalbjahresbilanzDELiveblog Ukrainekrieg: Ballistische Rakete trifft Rüstungsmesse im Gebiet KiewDEBundesverfassungsgericht: Pauschale Rücknahme von Aufnahmeerklärungen für Afghanen rechtswidrigDEModi wendet sich per Selfie-Video an protestierende JugendDEVonovia-Mitarbeiter treffen unzufriedene Mieter in KölnDEDie Spaltung der rechtskonservativen Partei bringt die politische Landschaft in Polen in BewegungDECommerzbank-Aufsichtsratschef Weidmann: Unicredit-Übernahme ist nicht mehr abzuwendenDEZweifel an Darstellung zu attackiertem Bahn-Mitarbeiter in KarlsruheDEJürgen Klopp wird Bundestrainer: Internationale Reaktionen und deutliche WarnungDEVarta beantragt InsolvenzverfahrenDEVolkswagen: Miserable HalbjahresbilanzDELiveblog Ukrainekrieg: Ballistische Rakete trifft Rüstungsmesse im Gebiet KiewDEBundesverfassungsgericht: Pauschale Rücknahme von Aufnahmeerklärungen für Afghanen rechtswidrigDEModi wendet sich per Selfie-Video an protestierende JugendDEVonovia-Mitarbeiter treffen unzufriedene Mieter in KölnDEDie Spaltung der rechtskonservativen Partei bringt die politische Landschaft in Polen in BewegungDECommerzbank-Aufsichtsratschef Weidmann: Unicredit-Übernahme ist nicht mehr abzuwendenDEZweifel an Darstellung zu attackiertem Bahn-Mitarbeiter in Karlsruhe
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capex

Stabil23 Meldungen8 QuellenZuletzt aktualisiert: vor 23 Stunden
Verwandte Themenearningsartificial intelligencecapital expenditureAIalphabetsemiconductorscapital expendituresmeta platforms

Neueste Meldungen

Alphabet enregistre un flux de trésorerie disponible négatif historique en raison des investissements massifs dans l'IA
In Entwicklung
Business·vor 23 StundenKI-Zusammenfassung

Alphabet enregistre un flux de trésorerie disponible négatif historique en raison des investissements massifs dans l'IA

Alphabet a enregistré un flux de trésorerie disponible négatif de -5,86 milliards de dollars au T2 2026, une première depuis 2004, malgré une forte croissance du chiffre d'affaires. Cette baisse est due au doublement des dépenses d'investissement (capex) pour l'IA, s'élevant à 44,9 milliards de dollars.

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Journal du Coin
1 Min. Lesezeit
Samsung Shares Fall Despite Record Earnings on Spending and Demand Worries
In Entwicklung
Business·7.7.2026KI-Zusammenfassung

Samsung Shares Fall Despite Record Earnings on Spending and Demand Worries

Samsung Electronics' shares dropped 9.6% despite record Q2 earnings of 89.4 trillion won. Concerns over AI spending sustainability, labor union demands, government profit sharing, and an unusual new semiconductor plant location overshadowed the strong financial results, with analysts citing profit-taking and rotation appetite towards SK Hynix's ADR listing.

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CNBC
2 Min. Lesezeit
DBS Bank: AI Arms Race Fuels Multi-Year Capex Supercycle Beyond Semiconductors
In Entwicklung
Business·1.7.2026KI-Zusammenfassung

DBS Bank: AI Arms Race Fuels Multi-Year Capex Supercycle Beyond Semiconductors

DBS Bank identifies a global AI "arms race" driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, infrastructure, and data centers. The bank anticipates new investment opportunities from AI spending, sovereign AI initiatives, and rising power demand, while advising portfolio adjustments amid geopolitical risks and inflation.

E
Economic Times
6 Min. Lesezeit
Meta CEO Zuckerberg Admits AI Overhaul Mistakes, Promises No More Layoffs This Year
In Entwicklung
Business·17.6.2026KI-Zusammenfassung

Meta CEO Zuckerberg Admits AI Overhaul Mistakes, Promises No More Layoffs This Year

Meta CEO Mark Zuckerberg admitted "mistakes" in the company's AI transformation in an internal memo, promising no more company-wide layoffs this year but cautioning that external factors could change this. The memo acknowledged employee anger over recent job cuts and restructuring, particularly the "managers managing managers" purge and the mandatory reassignment of 7,000 employees to AI roles.

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Times of India
4 Min. Lesezeit
Meta to cut 8,000 jobs and CEO Mark Zuckerberg is making priorities clear for all employees
NACHRICHT
11.5.2026

Meta to cut 8,000 jobs and CEO Mark Zuckerberg is making priorities clear for all employees

Meta is cutting 8,000 jobs on May 20 as CEO Mark Zuckerberg rebuilds the company around small, AI-powered teams. With capex hitting a record $125–145 billion this year, CFO Susan Li admitted there's no clean answer for what Meta's ideal headcount even looks like anymore. The company wants builders who can ship alone what teams once built together—and is letting everyone else go.

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Times of India
Meta to lay off 8,000 employees this month, CEO Mark Zuckerberg's clear message for staff
NACHRICHT
11.5.2026

Meta to lay off 8,000 employees this month, CEO Mark Zuckerberg's clear message for staff

Meta is cutting 8,000 jobs on May 20 as CEO Mark Zuckerberg rebuilds the company around small, AI-powered teams. With capex hitting a record $125–145 billion this year, CFO Susan Li admitted there's no clean answer for what Meta's ideal headcount even looks like anymore. The company wants builders who can ship alone what teams once built together—and is letting everyone else go.

T
Times of India
ByteDance raises 2026 capex by at least 25% amid AI boom, rising memory costs, sources say
NACHRICHT
9.5.2026

ByteDance raises 2026 capex by at least 25% amid AI boom, rising memory costs, sources say

TikTok owner ByteDance is ramping up its spending on artificial intelligence infrastructure, boosting its planned capital expenditure this year to more than 200 billion yuan (US$30 billion), according to two people familiar with the matter. This represented an increase of at least 25 per cent compared with a preliminary plan discussed late last year that proposed AI capex of 160 billion yuan, they said. The increase was necessary because of the company’s growing commitment to AI, as well as...

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SCMP Economy
Alphabet Surges 5% While Meta Plunges 10% as Investors Diverge on AI Spending Bets
In Entwicklung
Business·30.4.2026KI-Zusammenfassung

Alphabet Surges 5% While Meta Plunges 10% as Investors Diverge on AI Spending Bets

Alphabet shares surged over 5% on Thursday while Meta plunged 10%, marking Alphabet's best day since November 2025 and Meta's worst since October 2025. Both tech giants announced increased AI spending plans, with Alphabet raising capex to $180-190B and Meta to $125-145B, but investors rewarded Alphabet's cloud-driven growth while punishing Meta's lack of clear AI monetization path.

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CNBC
Alphabet Surges 6% While Meta Plunges 9% as Investors Weigh Big Tech AI Spending Plans
In Entwicklung
Business·30.4.2026KI-Zusammenfassung

Alphabet Surges 6% While Meta Plunges 9% as Investors Weigh Big Tech AI Spending Plans

Alphabet shares rose over 6% after beating Q1 estimates with 63% Google Cloud growth, while Meta dropped 9% despite beating earnings, as investors questioned Meta's $125-145B capex plan without a cloud business to monetize AI. Both tech giants increased AI spending, with Alphabet raising full-year capex to $180-190B and Meta to $125-145B, as analysts warn the AI spending cycle shows no signs of cooling.

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CNBC
Alphabet Beats Expectations, Stock Jumps 7%; Meta Falls 7% on AI Spending Concerns
Dringend
Business·30.4.2026KI-Zusammenfassung

Alphabet Beats Expectations, Stock Jumps 7%; Meta Falls 7% on AI Spending Concerns

Alphabet and Meta both reported stronger-than-expected earnings, with Alphabet's stock rising 7% and Meta falling 7% in extended trading. The divergence stems from Alphabet's massive cloud infrastructure business that monetizes AI investments, while Meta lacks this revenue stream. Alphabet raised 2026 capex guidance to $180-190 billion, while Meta increased its guidance to $125-145 billion.

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CNBC
2 Min. Lesezeit
Microsoft posts Q3 earnings beat, issues $190B capex guidance for 2026
In Entwicklung
Business·29.4.2026KI-Zusammenfassung

Microsoft posts Q3 earnings beat, issues $190B capex guidance for 2026

Microsoft reported Q3 2026 earnings with EPS of $4.27 adjusted vs $4.06 expected, and revenue of $82.89B vs $81.39B expected. The company issued 2026 capex guidance of $190B, significantly above the $154.6B consensus. Azure cloud revenue grew 40%, while AI annualized revenue reached $37B, up 123%. Stock is down 12% in 2026 following worst quarterly performance since 2008.

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CNBC
2 Min. Lesezeit
Meta shares fall 7% after hours on lower-than-expected capex, user growth miss
EILMELDUNG
Business·29.4.2026KI-Zusammenfassung

Meta shares fall 7% after hours on lower-than-expected capex, user growth miss

Meta Platforms reported Q1 earnings with adjusted EPS of $7.31 vs $6.79 estimated, and revenue of $56.31B vs $55.45B estimated, marking its fastest growth quarter since 2021. However, shares fell 7% after hours as capex of $19.84B came in below the $27.57B estimate, though full-year capex guidance was raised to $125B-$145B. Daily active people dropped more than 5% quarter-over-quarter to 3.56B, missing the 3.62B estimate, with Meta blaming internet disruptions in Iran and a WhatsApp restriction in Russia.

C
CNBC
3 Min. Lesezeit
Meta Q1 Earnings: AI Push, $27.6B Capex, 8,000 Layoffs in Focus
Dringend
Business·29.4.2026KI-Zusammenfassung

Meta Q1 Earnings: AI Push, $27.6B Capex, 8,000 Layoffs in Focus

Meta Platforms reports Q1 earnings Wednesday with analysts expecting $6.79 EPS on $55.45B revenue, marking 31% growth — strongest since 2021. CEO Mark Zuckerberg continues AI push following June's $14.3B Scale AI investment and hiring of Alexandr Wang to lead Meta Superintelligence Labs. Expected capex of $27.63B for the quarter, with full-year guidance of $115-135B. Company announced 8,000 layoffs (10% of workforce) while Reality Labs is forecast to post $4.82B operating loss.

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CNBC
1 Min. Lesezeit
Tesla to Spend $25 Billion on Capital Expenditures in 2026, Triple Previous Years
In Entwicklung
Business·23.4.2026KI-Zusammenfassung

Tesla to Spend $25 Billion on Capital Expenditures in 2026, Triple Previous Years

Tesla announced it will spend $25 billion on capital expenditures in 2026, triple its previous annual spend, as it transitions to an AI and robotics company. The increase from the previously announced $20 billion reflects expanded investments in compute infrastructure, data centers, manufacturing, and R&D. While CFO Vaibhav Taneja warned the company will head into negative free cash flow later this year, Tesla reported $44.7 billion in cash at quarter's end and views the spending as justified for future revenue streams.

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TechCrunch
2 Min. Lesezeit
Tesla to Triple Capital Expenditures to $25 Billion in 2026 as It Pursues AI and Robotics Transformation
In Entwicklung
Business·23.4.2026KI-Zusammenfassung

Tesla to Triple Capital Expenditures to $25 Billion in 2026 as It Pursues AI and Robotics Transformation

Tesla announced it will increase capital expenditures to $25 billion in 2026, more than triple previous annual spending, as it transitions to an AI and robotics company. The figure surpasses the $20 billion expected in January. CFO Vaibhav Taneja warned negative free cash flow is expected for the rest of the year, though the company ended Q1 with $44.7 billion in cash. Musk framed the spending as necessary for future revenue streams from AI, Optimus robots, and expanded manufacturing.

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TechCrunch
3 Min. Lesezeit
Tesla to Triple Capital Expenditures to $25 Billion in 2026 as It Transforms Into AI and Robotics Company
In Entwicklung
Business·23.4.2026KI-Zusammenfassung

Tesla to Triple Capital Expenditures to $25 Billion in 2026 as It Transforms Into AI and Robotics Company

Tesla announced it will triple its capital expenditures to $25 billion in 2026, up from $8.5 billion in 2025, as CEO Elon Musk accelerates the company's transition to an AI and robotics company. The $5 billion increase from earlier projections of $20 billion will fund AI training, chip design, Optimus humanoid robot production at scale, and a new semiconductor research fab in Austin. While Tesla reported $1.4 billion in free cash flow for Q1, CFO Vaibhav Taneja warned the company will head into negative free cash flow territory later this year. Tesla shares erased gains in after-hours trading despite the company holding $44.7 billion in cash.

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TechCrunch
3 Min. Lesezeit