60 stories tagged with #capex, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
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Google goes cash flow negative for the first time as AI data center buildout increases capex to a staggering $44.9 billion in a single quarter — CFO warns that capex will increase in 2027 as company banks big on TPUs
The company raised its 2026 spending guidance to as much as $205 billion and quadrupled its inventory to $10 billion.…
Smart CEOs, Bad Returns: Avoid Hyperscaler AI Capex Beneficiaries Like Nvidia
AI hyperscaler capex faces 14 headwinds: cash flow strain, weak enterprise ROI, falling LLM pricing, and more. Click for how this affects Nvidia Corporation (NVDA).…
Nvidia's $250 Billion OpenAI Guarantee Puts AI Capex Concerns Back in Focus
Nvidia is reportedly in talks to guarantee up to $250 billion for OpenAI's lease at a planned $500 billion Ohio data center.…
The AI Capex Warning: Alphabet Sets A Tense Stage For Amazon, Microsoft, And Meta
All eyes turn to big tech names this week: Apple, Amazon, Meta and Microsoft…
The Capex Boom Is Real. Now It's Time To Make It In America
The monthly durable goods report is one of Washington’s easiest economic releases to misread. The headline for June was decidedly unimpressive. New orders for durable goods rose j…
Meta Can Absorb Capex Trouble, That Is Why I Am Buying This Week
Apple overtakes Nvidia as most valuable company as iPhone maker avoids 'capex pitfalls'
I Will Keep Buying Amazon After Wall Street Next ‘Capex Panic’ Drops The Stock Price
Why another shocking Meta capex number may keep the stock underwater
S&P 500 Declines As Higher Oil Prices, AI Capex Spending, And Risk Of Rate Hikes Scare Wall Street Bulls
The S&P 500 fell a little under 0.7% during the trading week ending on Friday, 24 July 2026.…
QQQ And Tech Earnings: They Can't All Win The CapEx Arms Race
The QQQ's top holdings—that is, big tech stocks—are in an AI-driven arms race. Click here to read more on QQQ and why I rate it as a Hold.…
Neocloud Stocks vs. the Hyperscalers -- Who Actually Wins AI Capex Boom?
Apple’s disciplined AI spending rewarded while Oracle’s aggressive capex gets punished by investors
Investor confidence hinges on strategic AI spending, highlighting the importance of balancing innovation with financial prudence in tech. The post Apple’s disciplined AI spending r…
Alphabet: Wall Street Is Being Ridiculous - Elevated CapEx Is A Buying Opportunity
Alphabet Inc. Q2 earnings beat: 294% EPS, 24% revenue, but shares slid on surging AI CAPEX and FCF dip. Click for this GOOG stock update.…
The AI Capex Bill Comes Due
S&P 500 finished week at 7,411.98, down about 0.6%, as an AI capex scare and an oil shock collided into its second straight weekly decline and the first back-to-back down weeks sin…
At the altar of AI capex, Google is sacrificing the golden goose
As someone who has personally spent $500k / mo+ on Google Ads for years, I can tell you with certainty: This revenue growth in Search is artificial & extremely unhealthy for …
Bond market anxiety is growing over AI capex budgets
Google, Amazon and Meta are seeing credit spreads widen as fixed-income investors demand more reward on companies they lend to.…
Alphabet: Strong Buy Despite AI CapEx Fears
Alphabet Inc. is rated a Strong Buy with a $426.68 base case price target, citing robust EBITDA growth and revenue. Read more on GOOG stock here.…
Nvidia is Winning AI Capex Wars So I Continue Loading Up
Amazon CapEx outlook ahead of July 30 earnings and the AI infrastructure race
Amazon: Why The CapEx Surge Makes Me More Bullish, Not Less
Amazon’s backlog looks bulletproof on paper, but it’s only as strong as the companies behind it writing the checks. Read why AMZN stock is a strong buy.…
Microsoft Preview: The Definitive Guide To Azure, CapEx, And Earnings
Microsoft is spending at an unprecedented scale to build AI infrastructure, so it's natural for the market to question. Find out why MSFT stock is a strong buy.…
Alphabet: A Decade Of EU Litigation, Cleared For 2 Weeks Of CapEx (Rating Upgrade)
Alphabet has shown it can adapt Search fast enough to stay at the pace of change dictated by AI. Check out why GOOGL stock is a buy.…
AI Capex Depreciation Risk Is The Catch To Record Earnings
Currently, the entire earnings growth story is concentrated in the semiconductor and AI-infrastructure names. Read more here.…
Alphabet: Don't Be Fooled By The CapEx Panic
Alphabet (GOOG) crushed Q2 earnings on Cloud & AI demand; Cloud grew 82% YoY.…
Alphabet Drops 6% on Soaring AI Capex Despite 82% Cloud Surge; Meta Platforms, Snap Follow
How the AI boom is revolutionizing US stock markets, as hyperscalers cut buybacks and boost capex, including Alphabet's planned ~$85B in equity offerings for AI (Robert Armstrong/Financial Times)
Robert Armstrong / Financial Times : How the AI boom is revolutionizing US stock markets, as hyperscalers cut buybacks and boost capex, including Alphabet's planned ~$85B in equity…
AI Bubble Or Not, These Dividend ETFs Benefit From The Capex Waterfall
Read more about AI infrastructure investing—bubble vs. megatrend—plus 3 dividend growth ETFs to watch, the inflation/oil outlook, and Fed rate risks.…
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.…