Capex for Hyperscalers remains high, but monetization is weak and might hit margins – BofA
Artificial intelligence capital expenditures are intact for the hyperscalers, but monetization remains weak, with companies in the reinvestment cycles historically having underperformed, according to ...
5 Things to Know: President Donald Trump's action three weeks into his second term
Meanwhile, Trump said he plans on announcing new tariffs at least twice this week, including against China, Mexico and Canada ...