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Bank of America raises capital expenditure expectations for Alphabet, Meta and AWS.

1 hours ago

According to Bank of America (BofA) forecasts, Alphabet, Meta, and Amazon Web Services (AWS) have seen upward revisions to their overall capital expenditure (CAPEX) projections for 2026 and 2027. Specifically, Alphabet’s 2026 CAPEX forecast was raised from $187 billion to $195 billion, while its 2027 projection was lifted from $257 billion to $290 billion. For Meta, its 2026 CAPEX outlook was adjusted upward from $130 billion to $145 billion, and its 2027 figure was increased from $157 billion to $185 billion. AWS maintained its 2026 CAPEX forecast at $159 billion, with its 2027 projection revised up from $196 billion to $230 billion.

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UBS: SpaceX Boasts an Unparalleled Asset Portfolio

UBS analysts stated that Elon Musk’s SpaceX has a business model enabling it to seize opportunities in the space, connectivity, and artificial intelligence sectors. The bank initiated coverage on the stock, assigning a buy rating and setting a target price of $210. “We view SpaceX as an unmatched set of assets that offers multiple upside drivers for long-term investors with risk tolerance,” the UBS analysts said. They added that scaling up its Starship launch vehicle will allow SpaceX to unlock opportunities in the space, communications, and AI sectors, whose total potential market is nearly $30 trillion. (Source: Jin10)

3 minutes ago

In pre-market US trading, the semiconductor, storage, and optical communications sectors have extended their declines, with Micron and SanDisk each falling more than 5%.

According to market data from BIT (bit.com), U.S. semiconductor stocks were broadly lower in pre-market trading. Marvell Technology (MRVL) fell 4.46%, Arm (ARM) dropped 3.51%, Intel (INTC) declined 3.47%, Lam Research (LRCX) fell 3.11%, and Applied Materials (AMAT) was down 2.85%. The storage sector led losses, with SanDisk (SNDK) down 5.59%, Micron Technology (MU) dropping 5.28%, Western Digital (WDC) falling 4.53%, and Seagate Technology (STX) declining 4.19%. Optical communication-related stocks also faced pressure: Astera Labs (ALAB) fell 4.57%, Applied Optoelectronics (AAOI) dropped 4.47%, Credo (CRDO) declined 4.42%, Corning (GLW) was down 4.22%, Ciena (CIEN) fell 3.69%, and Coherent (COHR) dropped 3.44%.

3 minutes ago

Trump believes the US-Iran Memorandum of Understanding has been terminated.

US President Trump said on the 8th at the NATO summit that he believes the US-Iran memorandum of understanding has "ended". (Xinhua News Agency)

3 minutes ago

Bitcoin fell below $62,000, with a 2.1% drop in the past 24 hours.

According to HTX market data, Bitcoin has fallen below $62,000, with a 2.1% decline in the past 24 hours.

3 minutes ago

WTI and Brent crude oil both rose more than 3% intraday.

According to Bitget data, both WTI and Brent crude oil rose more than 3% on the day, currently trading at $74.18 per barrel and $78.08 per barrel respectively.

3 minutes ago

Nasdaq 100 index futures’ decline widened to 1.5%, hitting a four-week low.

According to market data from BIT (bit.com), the Nasdaq 100 index futures extended their decline to 1.5%, hitting a four-week low.

3 minutes ago

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