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Tech's Data-Center Capex Isn't Creating Jobs. That Matters for Stocks.
Barrons· 2025-09-09 06:30
When does $360 billion buy you fewer jobs? When it is spent on artificial intelligence. ...
September Doesn't Need to Be Scary for Stocks. This Year Could Prove It.
Barrons· 2025-09-08 19:34
By being selective, investors can stay in the market, even if September does turn stormy. ...
Bullish Stock Is Falling. What Analysts Say About the Latest Crypto IPO.
Barrons· 2025-09-08 17:04
A host of investment banks release their first research notes on the crypto company after its initial public offering last month. ...
An AI Spending Slowdown Would Drag Down the Market: Goldman Sachs
Barrons· 2025-09-08 16:29
Amazon, Alphabet, and Meta spend huge sums on AI. Their spending won't keep growing like it is now. ...
Strategy Stock May Not Ever Make It Into the S&P 500 Index
Barrons· 2025-09-08 16:16
Core Viewpoint - The company resembles an ETF more than a traditional operating company, indicating a focus on generating recurring revenue rather than engaging in typical operational activities [1] Group 1 - The company's structure and revenue model suggest it is more aligned with investment vehicles than with conventional business operations [1] - There is an emphasis on the stability and predictability of revenue streams, which is characteristic of ETFs [1]
QuantumScape Stock Is Super Charged. Here's Why.
Barrons· 2025-09-08 14:54
QuantumScape and Volkswagen gave a live demo Monday that made investors happy. ...
Strategy Stock Drops on S&P 500 Snub. It's Still a Buy, Analyst Says.
Barrons· 2025-09-08 14:46
The Bitcoin treasury company has reached all the benchmarks needed to get into the S&P 500 index. ...
Broadcom Stock Is Spiking Again. It's Today's Top Performer in the S&P 500.
Barrons· 2025-09-08 14:17
Shares of the chip maker and software company are on pace to hit another record high Monday. ...
Meta AI Spending Spree Set to Top $600 Billion Over 3 Years. Which Stocks Will Get a Boost.
Barrons· 2025-09-08 13:59
Core Viewpoint - Meta CEO Mark Zuckerberg indicated that the company might invest over the initially planned $600 billion in the U.S. by 2028, suggesting a significant commitment to growth and expansion in the region [1] Investment Plans - The potential investment could exceed $600 billion, highlighting Meta's aggressive strategy to enhance its operations and infrastructure in the U.S. [1]
Alibaba Stock Is Jumping. The Chinese Tech Giant Is Flexing Its AI Muscles.

Barrons· 2025-09-08 13:57
The ecommerce giant unveiled its biggest artificial intelligence model to date. Investors like what they see. ...