Capex
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USA
The global economy is experiencing the largest capex cycle ever, with nearly $5 trillion seen by the end of the decade—and it’s not all AI spending
As the energy sector experiences its own capital tsunami, AI hyperscalers aren’t the only big spenders fueling the economy and…
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USA
Meta tanks 10%, Alphabet climbs 5% as each company raises capex spend
Google CEO Sundar Pichai arrives at the US Capitol in Washington DC for the US Senate’s bipartisan Artificial Intelligence (AI)…
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USA
Can hyperscalers justify their huge AI capex?
This report is taken from this week’s Tech Download newsletter. As you see? You can subscribe Here. Sunflower seed Earnings…
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USA
Nvidia rises 7% as CEO says $660 billion capex buildout is sustainable
The tech industry’s increasing capital expenditure on AI infrastructure is justified, appropriate and sustainable. Nvidia CEO Jensen Huang said on…
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USA
AI Capex Can’t Drive Markets as Much Anymore: Goldman
Christian Mueller-Glissmann, head of asset allocation research at Goldman Sachs, says the market trades AI in a “relatively evidence-based” way.…
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USA
HSBC flags AI capex mismatch, others warn of ‘irrational exuberance’
HONG KONG, CHINA – 2025/03/01: This photo illustration shows confusing Artificial Intelligence (AI) applications, DeepSeek and ChatGPT on a smartphone…
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USA
Oppenheimer Maintains Outperform on Nvidia (NVDA) as Hyperscaler Capex Accelerates
Nvidia Corporation (NASDAQ: NVDA) Best data center stocks to buy now– And the best stock on this list. Despite the…
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