Advertising veteran Martin Sorrell, founder and executive chairman of S4 Capital, explains why sports and live events are gaining value, and why AI investment still has further to run despite the risk of a future correction ... .
Louie DiPalma, industrials research analyst at William Blair, joins CNBC's 'Squawk on the Street' to discuss developments with SpaceX, his expectations for the company, and more ... .
Longer-Term CapexOutlookRemainsMuted as Investment Shifts from Coverage to Capacity ... Telecom equipment trends remain closely aligned with capex ... Additional highlights from the September 2026 Telecom Capex report.
Reid Hoffman says he's thankful for the data center buildout ... Many Americans are bristling over the data center buildout. Reid Hoffman says he's thankful for it ... He said "most of that capital" doesn't go to the areas where data centers are being built.
Headline project announcements jumped 33% in the first half of fiscal year 2027 but a sharp decline during the September quarter exposes an uneven recovery ....