Companies, technology & capital spending · Staff byline

Maya Chen

Maya Chen is a Markets & News staff byline covering public companies, technology, data-center investment, earnings, financing and corporate capital allocation.

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Reporting by Maya Chen

Companies

Microsoft, Alphabet and Amazon Report Right After the Fed. AI Capex Is the Test

Microsoft and Alphabet report after the Oct. 28 Fed decision, with Amazon following Oct. 29. The key market question is shifting from AI demand to who can fund the buildout without crushing cash flow.

Companies

SpaceX is reportedly seeking 80,000 U.S. cell sites. Here’s what that would change

Reported talks for access to at least 80,000 U.S. cell sites would move SpaceX closer to a terrestrial nationwide network — and create very different implications for tower owners and wireless carriers.

Companies

Meta’s New Class C Stock: What It Means for AI Funding and Zuckerberg Control

Meta is creating non-voting Class C shares as AI spending climbs. Here is what the structure changes, what it does not, and why Proposition 40 matters.