Social Media Ideas for Capex

Capex grew by over 23% in April-June quarter

Fiscal deficit stands at over 18% of budget target

Capex by CPSEs, 4 organisations cross over 33% of annual target in April-July

Railway Board topped in value terms, spending over ₹1.19 lakh crore

AMD: CapEx Is Fueling The Next Leg

Google hikes capital expenditures to $205B, citing demand growth

The tech provider will continue to expand compute in response to capacity constraints, CFO Anat Ashkenazi said during a Wednesday earnings call.

Spending Like a Hyperscaler

SpaceXAI reported $18.37b of capex in its first public quarter, $15.83b of it AI infrastructure, against a $13.2b consensus. Amazon spent $53.1b in the same quarter, Alphabet $44.9...

Spending Like a Hyperscaler

SpaceXAI reported $18.37b of capex in its first public quarter, $15.83b of it AI infrastructure, against a $13.2b consensus. Amazon spent $53.1b in the same quarter, Alphabet $44.9...

The Capex Ex-Suppliers Trade: Earnings Season Is The Referee

TSMC lifts capex above US$64bn as AI use rises

SpaceX: Cheaper But Still Not A Buy - More Capex Pains Ahead

Pecking Order and AI Capex Spending

I think of this graph as the most important graph for thinking about sustained AI related Capex spending: Source: Fazzari et al. (1988) as modified by Chinn. The lowest flat portio...

Sunbelt outlines FY2027 revenue growth of 6%-9% as it raises CapEx to $2.75B-$3.15B

Wedgewood Partners’ Views on Microsoft’s (MSFT) Capital Expenditure

Google projects full-year capex will be $195B to $205B in 2026, after saying in April that it will spend as much as $190...

Julia Love / Bloomberg: Google projects full-year capex will be $195B to $205B in 2026, after saying in April that it will spend as much as $190B; its Q2 capex hit $44.92B, up 100%...

Mining and construction capex to double to ₹10 lakh crore by 2030: Report

CII-BCG report calls for faster tech adoption and localisation to boost competitiveness

AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust

A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital with a short payback...

Meta: Diminishing CapEx ROI Is Alarming (Rating Downgrade)

SpaceXAI Turns Capex into Q4 2026 and 2027 Profit

The most misunderstood line item in the AI buildout is depreciation. Every hyperscaler is reporting compressed margins as tens of billions of dollars of AI capex hit the income sta...

Capital Cost Recovery across the OECD, 2026 Update

The ongoing economic uncertainty from global geopolitical threats, supply chain disruptions, rising interest rates, and lagging economic growth in many developed countries have hig...

Cloud giants pour nearly $600B into capex as AI demand surges

Revenue is soaring, yet hyperscalers say they still cannot build capacity fast enough

Northern Star Resources: The Capex Peak Is Becoming A Processing Moat

Microsoft: AI CapEx Is A Good Problem To Buy

Microsoft reports Q4 capex up 70% YoY to $41B; an accounting change lowers its 2026 capex forecast to $175B from $190B,...

Reuters: Microsoft reports Q4 capex up 70% YoY to $41B; an accounting change lowers its 2026 capex forecast to $175B from $190B, while spending plans remain unchanged  —  Microsoft...

Alphabet Earnings: Much To Love, But That CapEx Is Getting Scary

AI CapEx, Hyperscalers, And The Next Earnings Wave