10 stories tagged with #capex, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
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Alphabet’s $175B-$185B AI capex plan doubles prior levels amid antitrust scrutiny
Alphabet plans $175B-$185B in AI capex, doubling prior levels amid antitrust scrutiny. NVIDIA as largest company by market cap on April 30 at 99.8% YES.…
Meta Q1 earnings to shine spotlight on spending, with capex nearly doubling from last year
Oracle: Investors Fear CapEx, But They Might Be Missing The Upside
Oracle (ORCL) rated Buy (from Strong Buy): Q3 revenue +22%, cloud +44%, AI infra +243%. CapEx/FCF risks but ~33% upside.…
Nebius: The Neocloud Window Is Temporary
Nebius Group is rated Sell due to extreme valuation, heavy $16B–$20B CapEx and execution risk despite AI growth and a big backlog. Click for more on NBIS stock.…
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 - Fortune
OpenAI CFO reportedly at odds with Sam Altman over missed revenue target—even as AI capex is set to hit $660 billion Fortune…
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.…
AI capex-sensitive stocks fall amid rising OpenAI worries
Deep Sail Capital Q1 2026 Investor Letter
Deep Sail Capital Partners analyzes its Q1 2026 performance and the impact of the AI infrastructure supercycle. Read the full analysis for more details.…
FBOT ETF: Risky Fund, But If AI Capex Holds, This Should Outperform
The Fidelity Disruptive Automation ETF offers concentrated exposure to companies enabling the AI infrastructure buildout, not a broad global equity proxy. Learn more about the FBOT…