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Alphabet posts robust Q1 results and leads in AI and cloud infrastructure, despite maintaining CAPEX at $75 billion. Check ...
Arista Networks Inc. stock is a Strong Buy with 20% growth potential, driven by AI innovations and CAPEX from Microsoft & ...
Hosted on MSN2mon
Capex for Hyperscalers remains high, but monetization is weak and might hit margins – BofAKwon also said that “price reactions suggest growing concerns around monetization” compared to the capex for hyperscalers, with margins expected to be hit by the capex cycle in the future.
1 2024 segment revenues, operating income ... pension income reconciled in Table 7. Adjusted Free Cash Flow* Net cash used in operating activities less capital expenditures, plus proceeds from ...
3d
Zacks Investment Research on MSNEni Beats on Q1 Earnings & Revenues, Lowers '25 Capex GuidanceEni S.p.A E reported first-quarter 2025 adjusted earnings from continuing operations of 92 cents per American Depository ...
Operating EBIT declined to $230 million from $674 million a year ago, while the margin contracted by ... lowering its 2025 capital expenditure outlook to $2.5 billion from the originally planned ...
The company's operating margin is expected ... The high level of capex required for AI and cloud infrastructure development could pressure margins in the short term. Additionally, the rapid ...
PETALING JAYA: Dayang Enterprise Holdings Bhd ’s outlook is susceptible to any cuts in Petroliam Nasional Bhd’s (PETRONAS) capital expenditure (capex). Also, potential delays in work orders ...
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