Latest updates for Capex

Fresh curated links around CapEx are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • Private capex revs up
  • Capitalizing on CapEx Best Practices From the Pros
  • Capex to Consume Nearly All Hyperscaler Operating Cash Flow in 2026

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Fresh articles and ideas

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thehindubusinessline.com /6 days ago

Private capex revs up

An RBI paper on private capex showed that fresh projects sanctioned has grown 13 per cent to ₹5.63 lakh crore in FY26. While banks are financing most of the cost, equity markets ar...

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lodgingmagazine.com /1 week ago

Capitalizing on CapEx Best Practices From the Pros

Creating an effective CapEx plan for hotel improvement involves numerous considerations, from prioritizing projects to supply chain resilience to insurance requirements to guest sa...

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broadbandbreakfast.com /1 month ago

Capex to Consume Nearly All Hyperscaler Operating Cash Flow in 2026

A London-based tech equity research firm projects a $600 billion gap as the largest cloud companies commit more money to data centers

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seekingalpha.com /4 weeks ago

Costco outlines $7.5B FY2027 capex plan as it targets 33 warehouse openings

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seekingalpha.com /1 week ago

AI CapEx Has A Fed Problem

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seekingalpha.com /3 weeks ago

IEZ: Strong 2026 Gains Meet A Constrained CapEx Outlook

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seekingalpha.com /1 month ago

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

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seekingalpha.com /6 days ago

Meta: The Capex Problem Is Starting To Look Like A Strategy

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telecompaper.com /2 weeks ago

Global H1 telecom capex surpasses expectations with 5% rise - Dell'Oro

(Telecompaper) Global capital expenditure in the telecommunications sector rose by approximately 5 percent year on year in the first half of 2026, according to the Dell'Oro Septemb...

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realinvestmentadvice.com /3 days ago

AI Capex And Earnings: What Happens When Growth Slows

AI capex and earnings are now so tightly tied that spending doesn't have to fall to hurt profits. It only has to stop accelerating. Almost half of the S&P 500's earnings...

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seekingalpha.com /3 days ago

AI Capex And Earnings: What Happens When Growth Slows

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thehindubusinessline.com /1 month ago

Oil India plans ₹15,000 crore capex for deep, ultra-deepwater exploration

The state-run E&P company is expanding its offshore footprint while strengthening seismic evaluation, drilling capabilities and integrated energy infrastructure

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thehindubusinessline.com /3 weeks ago

Capital expenditure grew by 18% during Apri-August

Fiscal deficit widened to 41% of Budget Estimates in April-August on lower growth of tax collection

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econbrowser.com /2 weeks ago

Reconciling AI Expected Revenues to CapEx

Jared Bernstein, along with others, calculates the revenues needed to rationalize the AI capital investment in place and planned. Source: Callum Williams via J. Bernstein. As Berns...

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seekingalpha.com /1 month ago

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

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webwire.com /1 day ago

CapitalOS Raises $21.9M Series A for Money Orchestration Layer for B2B Platforms

CapitalOS, a money orchestration layer for B2B platforms, today announced $21.9M in Series A funding led by LGVP, along with WEX Venture Capital, Group11, Great North Ventures, Nig...

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finextra.com /2 weeks ago

Capex Catches Up With Amazon as AI Momentum Slows on Wall Street (Dmytro Spilka)

Amazon’s sideways movements on Wall Street of late come as peers continue to capitalize on AI intere...

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seekingalpha.com /3 days ago

QXO: Paying Too Much To Grow

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hospitalitynet.org /3 weeks ago

RG Venture Studio Launches Capstone, Bringing Revenue Optimization to Hotel Event Space

Capstone applies hotel-style demand forecasting and opportunity cost analysis to event space, helping commercial teams evaluate group business value and displacement effects in rea...

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seekingalpha.com /2 weeks ago

Applied Digital: Capacity Expansion A Catalyst For P/S Expansion

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miningweekly.com /2 weeks ago

Capital enters Australian market, raises revenue guidance

London-listed mining services group Capital has completed the acquisition of 100% of the share capital of Metres Down Under (MDU), a specialist underground drilling company headqua...

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telecom.economictimes.indiatimes.com /1 month ago

HFCL boosts capex to ₹1,800 crore for optical fibre production

Homegrown telecom gear maker HFCL has increased its capital expenditure to ₹1,800 crore to significantly expand production capacity for optical fibre, optical fibre cable, and pref...

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seekingalpha.com /2 weeks ago

The AI Capex Wall: Why Financing Constraints Will Trigger A Slowdown

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roi-nj.com /2 weeks ago

Summit-based Energy Capital Partners closes $834M commitment for Next Wave Energy Partners

Energy Capital Partners, an investment firm involved in energy transition infrastructure and part of Bridgepoint Group, announced Oct. 5 the successful closing of a single-asset co...

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Sources covering Capex

econbrowser.com

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rssfeeds.webwire.com

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seekingalpha.com

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broadbandbreakfast.com

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lodgingmagazine.com

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realinvestmentadvice.com

Recent coverage from public sources
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