As Amazon prepares to release its fourth-quarter results, investors are scrutinizing its massive capital expenditure plans for AI against a backdrop of cost-cutting and mixed signals from Big Tech peers.
Black Hills Corporation (NYSE: BKH), a resilient U.S. utility serving 1.35 million customers, is drawing investor attention with its 55-year dividend growth streak and a strategic $4.7 billion capital plan focused on infrastructure and clean energy. As the company navigates rising demand and energy transition, analysts debate its potential as a defensive growth play.
As America's largest regulated electric utility, Duke Energy is capitalizing on surging electricity demand from data centers and industrial expansion. With a reliable dividend and a massive capital investment plan, the company presents a classic defensive investment case in a volatile market.
Alliant Energy (LNT), a regulated utility serving the Midwest, is drawing investor attention for its strategic pivot to renewable energy and a surge in demand from data centers. With a robust capital plan and a 22-year dividend growth streak, the company presents a case for stable growth in a transforming sector.
Newly released DOJ files detail communications showing Brock Pierce facilitated Epstein's entry into Coinbase's Series C round, while later emails reveal Blockchain Capital's attempts to buy his stake years later.
Varo Bank has closed a $123.9 million Series G round led by Warburg Pincus and Coliseum Capital, while adding seasoned executives from Morgan Stanley and JPMorgan Chase to its board as it navigates growth amid ongoing losses.
The sports betting and iGaming joint venture BetMGM reported a dramatic financial turnaround for fiscal 2025, posting $2.8 billion in revenue and $220 million in EBITDA. The company has initiated capital returns to its parent firms and forecasts further growth for 2026, setting the stage for increased distributions to shareholders like Entain.
Following a strong fourth quarter with record earnings, Enterprise Products Partners (EPD) is increasing distributions, resuming buybacks, and signaling a more measured approach to capital spending, raising questions about its valuation in a shifting energy landscape.
Monolithic Power Systems (MPWR) is capitalizing on surging demand from AI data centers and the automotive sector, with both segments now forming a larger part of its revenue mix. The company is also rewarding shareholders through significant buybacks and a dividend hike, signaling confidence in its financial health and growth trajectory.
TransDigm Group concluded fiscal 2024 with robust cash reserves nearing $6.3 billion, powered by high-margin aftermarket revenues. While navigating Boeing strike impacts and a slower OEM recovery, the aerospace supplier projects steady growth for 2025 and signals continued aggressive capital deployment for acquisitions and shareholder returns.
While MYR Group delivers consistent returns on capital, its flat ROCE trend raises questions about future growth potential for the electrical contractor giant.
As Alphabet prepares to report its fourth-quarter results, investors are watching to see if the tech giant's AI investments can sustain its recent stock surge and justify its massive capital expenditures.
Reddit's share price has tumbled over 30% in the past month, leaving investors questioning its true worth. A deep dive into valuation models reveals a stark contradiction: while a cash flow analysis suggests significant upside, its sky-high P/E ratio signals overvaluation. The debate intensifies as the platform capitalizes on its data for AI training.
GE Aerospace's stock has dramatically outperformed the market, fueled by record orders and a massive backlog. Analysts are overwhelmingly bullish, with price targets signaling significant upside potential as the company capitalizes on a resurgent aerospace sector.
Life sciences firm Azenta reported modest Q1 revenue growth but saw organic sales dip 1%, pressured by cautious capital spending and quality-related costs. Management maintains its full-year guidance, banking on a stronger second-half rebound and progress on operational fixes.
The global manufacturing solutions provider posts record revenue of $7.1 billion, driven by a 35% surge in its data center business. CEO Revathi Advaithi credits the company's integrated approach to power, cooling, and compute for capitalizing on the AI infrastructure boom.
Despite posting robust quarterly results and unveiling its proprietary AI chip, Microsoft shares tumbled 11% in January as investor focus shifted to soaring capital expenditures and lingering questions about its key partner, OpenAI.
The stablecoin giant has reportedly scaled back its massive capital raise target after pushback from investors over a proposed $500 billion valuation, highlighting ongoing scrutiny of its business model and regulatory standing.
The AI voice synthesis leader has secured $500 million in a Series D round led by Sequoia Capital, more than tripling its valuation in under a year and underscoring fierce investor competition in generative AI infrastructure.
Defying recent Wall Street skepticism over soaring AI investments, Meta Platforms' robust earnings report, fueled by a 24% jump in ad revenue, has vindicated CEO Mark Zuckerberg's aggressive capital expenditure strategy and delighted investors.
