Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Health Care Fund”.

Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Health Care Fund”.

Big Tech companies have seen over $1 trillion wiped from their market cap over the past week, as fears over AI spending ...

Amazon shares dropped 8% in premarket trading on Friday after the company's hefty capital expenditure plans deepened investor ...

Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in ...

Microsoft: Four major US tech companies forecast a staggering $650 billion in capital expenditures for AI, marking a historic ...

Amazon's capital expenditure projection comes in at $200 billion, above analysts' estimates of $146.6 billion and higher than ...

Each tech giant has laid out a slightly different route to recouping their investments Read more at The Business Times.

On the earnings call, analysts pushed CEO Andy Jassy for assurances on future returns from this capex boom.

The company reported a strong holiday quarter on Thursday. But its spending, like that at other big technology companies, is ...

CEO Andy Jassy struck a defiant tone in the company’s conference call to discuss results, swiping at competitors and boasting ...

In 2026, Amazon plans to spend $200 billion in capex. Google is just behind at $175 billion to $185 billion. It's a lot of ...