Ameriprise warns AI spending outpaces revenue growth ahead of hyperscaler earnings
Bitget2026/10/19 19:35- Ameriprise Financial warned that AI spending plans may need resetting unless revenue growth accelerates, ahead of key hyperscaler earnings reports.
- Consensus capital expenditure estimates for the largest AI spenders more than doubled over the past year; revenue estimates rose roughly 25%.
- The five major hyperscalers are forecast to spend over $1 trillion combined on capital expenditures over the next 12 months.
- Meta reports Wednesday, with other major hyperscalers reporting next week; investors will scrutinize monetization, cash generation and expansion funding.
- Financing strains intensified as CoreWeave bonds traded at distressed levels, highlighting growing investor demands for clearer returns on AI infrastructure spending.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
USD/JPY Price Forecast: Hits one week low as bears eye trading range support near 157.50
Susquehanna raises pre-earnings price targets for chip stocks: AMD (AMD.US), Qualcomm (QCOM.US), etc. receive upward revisions
Susquehanna has adjusted the target prices for chip stocks such as AMD, Intel, and Qualcomm.
Wedbush: Hard drive supply falls short of demand, Seagate (STX.US) and Western Digital (WDC.US) earnings reports may bring surprises
Wedbush reiterated its "outperform" ratings for Seagate and Western Digital, setting target prices at $1,000 and $650, respectively.
JPMorgan maintains Underweight rating on Nike (NKE.US): Deep in adjustment pains, performance pressures may persist until fiscal year 2028
Recently, JPMorgan released a U.S. equity research report on Nike. The research team participated in a face-to-face meeting with Nike's new CFO, Denton, updated profit assumptions based on management statements, and maintained an “underweight” investment rating on Nike.
Crypto prices
More
