Truist Securities started coverage of CoreWeave (CRWV) with a Hold rating, noting that despite exploding revenue gains and ...

Spending on data center infrastructure nearly tripled year over year during the third quarter of 2025, Synergy Research Group ...

Hyperscale capex and capacity have risen to an all-time high in Q3 2025, according to Synergy Research Group. Data published ...

Azure/OpenAI-driven cloud growth, rising bookings and backlog, plus Windows 10 EoS catalyst. Click here to read my latest ...

AI is no longer an experimental add-on; it has become a core growth driver and customer retention pillar for many companies in 2025. Big Tech, cloud hyperscalers and enterprise so ...

CVR Energy said it prepaid $75 million in principal of its term loan facility, reducing the balance to $165 million, and ...

India’s capex outlook for Budget 2026 improves as economists cite stronger consumption, higher capacity utilisation and ...

The growth outlook for 2026 for public and private capex appears to be more balanced, say economists. Private capex would be supported by continuing low levels of global crude prices, likely easing of ...

With capital expenditure reaching Rs 6.58 lakh crore by November, the Indian government faces a choice between infrastructure ...

Ministry of Railways notes that the expenditure has primarily focused on safety measures, capacity enhancement, ...

In 2026, India's consumption is forecasted to outpace capital expenditure due to a shift in fiscal policy, credit revival, ...

This expenditure is primarily focused on safety measures, capacity enhancement, infrastructure modernization and passenger ...