Why HPE stock jumped 12%, and the $30.4 billion it had already committed
HPE stock rose 12.4% to a record close after Oracle kept its $90B–$95B capex plan. Its 10-Q shows $30.4B of supplier commitments, up from $5.7B in April.
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#Capital Expenditure
2 articles
TECHi reporting and analysis covering Capital Expenditure. 2 articles, newest first.
Alphabet's Record Profit Hides Its First AI Cash Burn
Alphabet posted record Q2 2026 net income and its first negative free cash flow together. Why $44.9B of AI capex — not the profit — is the real story.