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Looking ahead to 2026: why hyperscalers can’t slow spending without losing the AI war

The AI revolution has led major cloud providers like Amazon, Microsoft, Google, and Meta to invest over $400 billion annually in AI infrastructure. This spending surge has reshaped markets and created new vendor dynamics. As 2026 approaches, these companies face a dilemma: continue high spending and risk profitability if AI adoption lags, or cut back and lose the competitive edge. Analysts project hyperscalers' capex to reach $600 billion in 2026. The central risk is whether this investment will translate into sustainable revenue growth, with end-user demand still uncertain.

Invezz·
US
META
+0.39%
US
GOOG
0.00%
US
GOOGL
-0.08%
Invezz·
US
META
+0.39%
US
GOOG
0.00%
US
GOOGL
-0.08%

Shelton Wealth Management LLC Cuts Stock Holdings in Microsoft Corporation $MSFT

Shelton Wealth Management LLC reduced its stake in Microsoft by 22.6% in Q3, selling 1,282 shares. Microsoft insiders sold 54,100 shares worth $27.6 million in the last 90 days. Microsoft's stock opened at $487.61, with a market cap of $3.62 trillion. The company reported strong quarterly earnings, beating estimates with $4.13 EPS and $77.67 billion revenue, up 18.4% YoY.

Market Beat·
US
MSFT
+0.24%
US
MSFL
+0.53%
US
MSFO
+0.32%
Market Beat·
US
MSFT
+0.24%
US
MSFL
+0.53%
US
MSFO
+0.32%

Clayton Financial Group LLC Makes New $1.22 Million Investment in American Express Company $AXP

Clayton Financial Group LLC invested $1.22 million in American Express, acquiring 3,683 shares. American Express stock opened at $382.75, with a 12-month high of $387.49. Analysts have mixed ratings, with a consensus "Hold" and a target price of $335.55. Insider Denise Pickett sold 5,000 shares, valued at $1,753,650.

Market Beat·
US
AXP
+0.24%
Market Beat·
US
AXP
+0.24%

AdvisorNet Financial Inc Has $32.03 Million Position in Microsoft Corporation $MSFT

AdvisorNet Financial Inc increased its stake in Microsoft Corporation by 4.9% in the 3rd quarter, owning 61,841 shares valued at $32.03 million. Microsoft is the firm's 6th largest position, comprising 1.8% of its holdings. The company's recent earnings exceeded expectations, with a net margin of 35.71% and a return on equity of 32.45%. Insiders sold 54,100 shares worth $27.6 million in the last 90 days.

Market Beat·
US
MSFT
+0.24%
US
MSFL
+0.53%
US
MSFO
+0.32%
Market Beat·
US
MSFT
+0.24%
US
MSFL
+0.53%
US
MSFO
+0.32%

Does FDA’s UPLIZNA gMG Expansion Reshape the Bull Case for Amgen’s Diversification Story (AMGN)?

The FDA's approval of Amgen's UPLIZNA for generalized myasthenia gravis expands its autoimmune portfolio, reinforcing its diversification strategy. This approval, alongside IMDELLTRA for lung cancer, highlights Amgen's efforts to offset maturing products with new therapies. However, biosimilar competition and pricing pressures remain significant challenges. Analysts have mixed views on the impact of UPLIZNA's approval on Amgen's revenue and earnings forecasts. The company's narrative projects $37.4 billion revenue and $8.2 billion earnings by 2028, with a fair value estimate of $322.88 per share.

Simplywall·
US
AMGN
+0.75%
Simplywall·
US
AMGN
+0.75%
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