Amazon, Google, Meta, Microsoft and other hyperscalers have committed roughly $2.4 trillion in AI infrastructure spending, sparking a fierce debate on Wall Stre

Amazon's massive AI-driven capex increase and related debt build-up highlight the scale of its data center buildout, fueling both bullish and bearish views on t

Microsoft's massive commercial backlog signals strong future demand and justifies its heavy AI capex, reassuring investors.

Nvidia's massive backlog and strong demand outlook contrast with its recent stock slide below $190, creating a debate on valuation.

Alphabet's rebound and market-cap surge past Apple underscore the shifting pecking order among tech giants in the AI era.

Strong earnings from Amazon and other hyperscalers eased fears about AI spending, lifting markets and semiconductor stocks.

Record semiconductor earnings failed to lift share prices as investors worried about the sustainability of AI capex.

TSMC's topline surges on AI chip demand, though supply constraints remain a challenge.

Meta's elevated capex guidance reflects the relentless pace of hyperscaler infrastructure build-out.

Quarterly data center spending crossed $170 billion as hyperscalers accelerate construction, raising questions about capacity and cost.

Cloud investment surged on GenAI workloads, with major hyperscalers benefiting from enterprise adoption.

Wall Street strategists argue the AI trade remains intact, with hyperscaler earnings justifying continued heavy capex.

Samsung's profit soared on AI memory demand, but the company cautioned that chip shortages may persist for years.

SK Hynix posted record profit on AI memory sales, but investors worried about the durability of demand.

Oracle commits the bulk of its revenue to AI data center build-out, drawing skepticism from investors.

Arm reports robust AI chip demand as its architecture gains traction in data centers, but supply constraints persist.

Oracle's founder is all-in on AI infrastructure, raising the question of whether the sector is building a bubble.

MediaTek pivots toward AI data center silicon, allocating $5 billion amid declining handset revenue.