AI in Finance
Nvidia Earnings: Wall Street's $700bn AI Capex Reckoning
Nvidia reports on 26 August into a seven-day share slide. Why its results have become a referendum on $700bn of AI capex and the market's concentration risk.
market concentration
2 articles filed under this tag.
Markets
The $725 Billion Question: Big Tech's AI Spending Just Pushed Stocks to Records — But the Mood Is Shifting
Q2 2026 earnings pushed combined Big Four AI capital spending toward $725 billion, driving the S&P 500, Dow and Nasdaq to record highs. But on August 5 the market wobbled as investors started scrutinising the sheer scale of the spend.