Everything on Earnings & Strategy

Earnings season focuses heavily on AI data center capex guidance from mega-caps like Alphabet, Amazon, Meta, and Microsoft. Markets are pricing in aggressive AI infrastructure spending.

Impact: Companies must clearly articulate the ROI on AI investments to justify capex. Disappointing guidance on AI spending could trigger sector-wide volatility, while strong commitments may reinforce tech valuations.

— from Malacca Risks, Nvidia Paradox, and the Active ETF Boom · Alles auf Aktien – Die täglichen Finanzen-News· Apr 27, 2026