MSFT
David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026
On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from
Benzinga  ·  May 05, 2026 READ →
GOOGL
David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026
On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from
Benzinga  ·  May 05, 2026 READ →
ORCL
David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026
On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from
Benzinga  ·  May 05, 2026 READ →
AMZN
David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026
On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from
Benzinga  ·  May 05, 2026 READ →
BTCUSDT
CME Gearing Up to Launch Bitcoin Volatility Futures Independent From BTC’s Price
CME's upcoming futures product will track whether the market thinks the price of Bitcoin is about to swing wildly or stay steady.
decrypt  ·  May 05, 2026 READ →
WMT
Best Consumer Staples Stocks to Buy in 2026
As consumers tighten their wallets, four companies will continue to thrive amid economic uncertainty.
Motley Fool  ·  May 05, 2026 READ →
AMZN
Best Consumer Staples Stocks to Buy in 2026
As consumers tighten their wallets, four companies will continue to thrive amid economic uncertainty.
Motley Fool  ·  May 05, 2026 READ →
PEP
Best Consumer Staples Stocks to Buy in 2026
As consumers tighten their wallets, four companies will continue to thrive amid economic uncertainty.
Motley Fool  ·  May 05, 2026 READ →
COST
Best Consumer Staples Stocks to Buy in 2026
As consumers tighten their wallets, four companies will continue to thrive amid economic uncertainty.
Motley Fool  ·  May 05, 2026 READ →
NVDA
Cathie Wood sells $11.8 million in Nvidia-backed stock before earnings
Cathie Wood just made a massive move ahead of a key tech earnings report. The ARK Invest founder trimmed $12 million in CoreWeave (CRWV) stock just days before the company reports earnings in a couple of days' time. On May 4, ARK sold 99,692 shares of CoreWeave across multiple ETFs, locking ...
TheStreet  ·  May 05, 2026 READ →
BTCUSDT
Stock Market Today, May 5: Cipher Digital Surges on AI Data Center Shift Backed by Hyperscale Leases
Cipher’s reported lower Q1 2026 results were offset by new AI/HPC data center leases, a $200 million credit facility, and a long-term contracted revenue framework that could shift how investors value the company.
Motley Fool  ·  May 05, 2026 READ →
AMD
Dow Jones Futures: AMD, Astera, Lumentum, Arista Lead Earnings Movers After AI-Led Rally Hits Fresh Highs
The Nasdaq hit new highs Tuesday. AI plays AMD, Astera Labs, Lumentum and Arista were earnings movers late.
Investor's Business Daily  ·  May 05, 2026 READ →