“It (the company) left its full-year EPS target unchanged, signaling to investors that driving higher top-line growth is requiring more expense burn and won’t immediately flow through to bottom-line profits”
AmEx’s steady profit outlook clouds revenue forecast boost; shares fall![[Silicon Valley’s colossal spending spree] “Everyone thinks it’s going to slow down, where they’re looking for the first company to blink on capex expectations, but this seems just to be the start.”](https://aptuscapitaladvisors.com/wp-content/uploads/2020/10/WSJ-700x675.png)
[Silicon Valley’s colossal spending spree] “Everyone thinks it’s going to slow down, where they’re looking for the first company to blink on capex expectations, but this seems just to be the start.”
Investors Zero In on Runaway Tech Spending, Putting Dent in AI Trade
“Ultimately, Tesla is asking investors to fund an aggressive infrastructure cycle: if its pivot into autonomous fleets and physical AI succeeds, the long-term upside is massive, but any regulatory or technological delays leave the stock vulnerable if judged solely on its core automotive margins”
Tesla Earnings Miss Despite Strong EV Sales; Elon Musk Preaches Robotaxi Caution
“Alphabet (GOOGL) is emerging as an AI leader through stronger cloud growth, despite recent stock weakness brought by investor fears of ramping CapEx”
Navigating AI’s Next Wave After GOOGL & TSLA Raise CapEx