Discover how the CF to CapEX ratio helps assess a company's ability to fund long-term investments using free cash flow. Learn ...

Oracle stock drops 40% amid capex growth and credit concerns, but strong RPO growth and valuation improvements offer ...

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...

There is the risk of capital allocation without return. AI CapEx is only worthwhile if it produces a return above the cost of capital. Academic work affirms that capital expenditures have a positive ...

Nebius Group N.V. NBIS is doubling down on AI infrastructure with an ambitious $2 billion capital expenditure plan for 2025, up from its earlier guidance of $1.5 billion. NBIS stated that the increase ...

Chevron Corporation announced an organic capital expenditure range of $18 to $19 billion for consolidated subsidiaries (capex ...

The company forecasts Q3 revenue between $12.6 billion and $13.6 billion, with a midpoint gross margin of approximately 36% and breakeven non-GAAP EPS, citing a cautious approach due to recent ...