T. Rowe Price fund manager sees AI capex hitting $1.6 trillion in 2027, above rival forecasts
Dom Rizzo, the global technology equity fund manager at T. Rowe Price, expects hyperscaler AI spending to reach something like...
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Hyperscaler capex forecasts for 2026 jump 71% to $789 billion
Wall Street's 2026 hyperscaler capital spending estimate has jumped 71% in six months, from around $460 billion to $789 billion....
Goldman Sachs finds $1.5 trillion in AI hyperscaler lease commitments, $1 trillion off the books
Goldman Sachs has tracked $1.5 trillion in lease commitments tied to AI hyperscalers' data centre build-out, with $1 trillion of...
JPMorgan Lifts S&P 500 Target to 8,000 on Strong Earnings Season
JPMorgan raised its year-end S&P 500 target to 8,000 from 7,800, pointing to a strong second-quarter earnings season. The bank...
Tech-sector volatility hits dot-com era extremes, UBS finds
Volatility in the global technology sector has climbed to its highest level since the dot-com crash, according to a new...
