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● Initial jobless claims fell to 194,000, the fewest in about three months.
● Brent rose $4.35 to $113.17, its highest since May 4.
The evidence this week points to a trade being tested rather than broken. The Nasdaq 100 rose 1.1% on Thursday, October 22, with technology shares leading and AI-linked stocks recovering in late trading after solid earnings, even though tech and chip shares had sold …
The AI bubble debate asks whether spending by the largest cloud companies will be repaid by revenue and cash flow. The Nasdaq 100 rose 1.1% on Thursday, October 22, as earnings eased spending fears. An April tally put 2026 capex at Microsoft (NASDAQ:MSFT), Alphabet …
The $725 billion figure dates from late April, when an industry tally of 2026 plans at Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META) and Amazon (NASDAQ:AMZN) showed spending 77% above the record $410 billion of 2025. Since then the guidance has moved in different …
Amazon (NASDAQ:AMZN) leads at about $220 billion for 2026, followed by Alphabet (NASDAQ:GOOGL) at $195 billion to $205 billion, Microsoft (NASDAQ:MSFT) at about $175 billion and Meta Platforms (NASDAQ:META) at $135 billion to $145 billion. Using midpoints, the four add to roughly $735 billion, …
The answer so far is partly yes and partly no. Today's spenders are profitable companies buying with their own cash flow, and the products they are building are already generating revenue, which was not true of many dot-com era names. Yet the scale and …
Four spenders set the totals. Microsoft (NASDAQ:MSFT) guides about $175 billion after an accounting restatement from $190 billion, Alphabet (NASDAQ:GOOGL) $195 billion to $205 billion, Meta (NASDAQ:META) $135 billion to $145 billion and Amazon (NASDAQ:AMZN) about $220 billion. Nvidia (NASDAQ:NVDA) rose 2.54% to $221.97 …
Every dollar of AI capex that goes into chips needs somewhere to run and something to power it. Meta Platforms (NASDAQ:META) spent $34.91 billion on capital expenditure in the third quarter, up 80%, and Microsoft (NASDAQ:MSFT) reported $41 billion for its June quarter, up …
US Gulf Coast jet fuel was $4.632 per gallon on October 20, according to the EIA, and reported data showed $4.34 on October 8 against $2.19 a year earlier. Brent futures traded at $111.70 on Thursday, October 22, after attacks on Gulf tankers. The …
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