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AI Capex up – Nvidia down ?
How much can 2 weeks change.. while releasing Q4 2024 earnings… the big-techs surprised the market with increased spending plans for AI...

Jarosław Jamka
12 lut1 minut(y) czytania
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Amazon’s 2025 CAPEX? Try $105bln!
The positives include generally solid results in Q4 2024 and growing margins, while the negatives include slightly weaker AWS revenues in...

Jarosław Jamka
11 lut3 minut(y) czytania
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Lost in payroll revision?
Together with the data on employment situation in January 2025, we also got the annual benchmark revisions. Why is an annual benchmark...

Jarosław Jamka
9 lut1 minut(y) czytania
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