36 stories tagged with #capex, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
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Apple Reaps AI Benefits Without Capex Burden (Rating Upgrade)
Apple Inc. (AAPL) is upgraded to buy, driven by its strategic positioning as a trusted AI endpoint amid a structural shift toward agentic AI applications.…
Microsoft: Looking Through Legacy Business Noise; Short-Lived Assets Require Elevated Capex
Microsoft outlook: Azure growth, $190B capex, and FY2026 FCF resilience. MSFT's 24x non-GAAP P/E fwd looks cheap. See more details here.…
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
Air Products and Chemicals: Hormuz Strait And CapEx Discipline In Focus (Rating Downgrade)
Air Products and Chemicals manages helium supply risks and CapEx discipline, but valuation upside narrows. Read why APD stock is downgraded to hold.…
What happens when CapEx slows down or stops?
Mexican telecoms giant America Movil targets steady growth, holds capex at $7 billion
Cantor Fitzgerald cuts Zscaler stock price target on capex concerns
Sources: ByteDance is discussing capex of up to $70B in 2026 as it builds out data centers and AI infrastructure, underwriting it with its $50B profit from 2025 (Bloomberg)
Bloomberg : Sources: ByteDance is discussing capex of up to $70B in 2026 as it builds out data centers and AI infrastructure, underwriting it with its $50B profit from 2025 — ByteD…
ByteDance Mulls $70 Billion Capex This Year as AI Costs Grow - The Information
Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…
IT Capex Now Accounts for More Than a Third of S&P 500 Capex Spending
The S&P 500 IT sector's share of total index capex has surged to a record-high 35%, as hyperscalers race to build out AI infrastructure at unprecedented scale, see chart below.…
Angry TSMC employees considering strikes, unionization over employee bonuses, report claims — company reportedly considering 15% payout cut to fund capex despite record revenues fuelled by AI surge
The world's largest chipmaker is building 12 fabs at once, and workers say they're footing the bill.…
IRSA: With 10%+ Dividend Yield, The Zero-CapEx Arbitrage In Argentina's Real Estate
IRSA remains a Strong Buy, trading at a ~46% discount to NAV despite robust fundamentals with ~10%+ dividend yield. Learn more about IRS stock here.…
Bourse operator ASX shares slide 10% on higher spending, capex guidance
Why Apple and Microsoft’s Capex Wars Will Make or Break Your MGK Income This Year
AI capex just got revised up $225B in 6 months and earnings are actually following it, this is not how bubbles work and it's messing with my thesis.
XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season
The Capex Unwind Thesis 2027 - 2028
The Capex Unwind Thesis 2027 - 2028
Microsoft: The AI Capex Risk Looks Mostly Priced In
Microsoft (MSFT) Q3 revenue +18% as Azure jumps 40% and AI run-rate tops $37B. Read the full analysis here.…
73% of AI capex plays underperform
Sempra’s SWOT analysis: energy stock eyes growth amid capex push
Why Meta's 'Alarming' Capex Is Actually Bullish
Meta Platforms is upgraded to a Strong Buy with a $1,000 PT within 30 months, driven by robust financials and AI-driven growth. Click for my META stock update.…
big tech's $350B AI capex is returning about 18 cents on the dollar
The AI Capex Boom Has An International Address
The impact of the US capex boom provides another proof point that a “Great Global Rebalancing” is underway. Click here to read more.…
Tesla (TSLA) Slid Over Capex Concerns
The AI Capex Cycle Is Crushing Equal-Weight NASDAQ. Here’s Why QQQ’s Concentration Bet Is Winning
Amazon's Mispriced Trifecta: Logistics, Ads, And The Capex Inversion
Amazon reported full-year sales at $716.9 billion in 2025, up 12.4% YoY, with AWS being the fastest-growing segment. Read why I rate AMZN stock a Buy.…
Cranswick readies more capex after FY profit jump
An overview of macro tech trends: capex explosion, unprecedented surge in chip demand, supply chain bottlenecks, model commoditization, AI automation, and more (Benedict Evans)
Benedict Evans : An overview of macro tech trends: capex explosion, unprecedented surge in chip demand, supply chain bottlenecks, model commoditization, AI automation, and more — T…
Nebius CEO doubles down on capex spending
Nebius: Massive AI Moat Meets A $25B CapEx Test
Nebius is emerging as a computing powerhouse, demonstrating confident execution of its plans while scaling up AI computing capacity, Learn why NBIS stock is a buy.…
I Calcuated The Impact Of $1 Of AI Capex (One Narrative Is Challanged)
Evaluate hyperscaler AI capex productivity with a multiplier framework, tracking $725 billion spend, supply-chain profits, and ecosystem returns—read now.…
AI capex-sensitive stocks Oracle, SoftBank fall amid rising OpenAI worries - Investing.com
Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…
OpenAI CFO reportedly at odds with Sam Altman over missed revenue target—even as AI capex is set to hit $660 billion
Everything you need to know before you reach the office this morning.…
OpenAI CFO reportedly at odds with Sam Altman over missed revenue target—even as AI capex is set to hit $660 billion - Fortune
Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…