Capital Expenditures

Follow corporate capex trends—tech infrastructure, manufacturing, energy—and what investment cycles signal for growth and margins.

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Stocks

Tech’s capex crunch

Alphabet both fell today after reporting earnings.

Lucy Brewster
AI robot arms reaching towards the sky with lots of money falling around them.
Stocks

Large cap capex keeps climbing

Alphabet, Amazon, Microsoft and Meta Platforms all raised their capex plans.

Lucy Brewster
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Stocks

Money machines

Magnificent 7 stock earnings reveal that big spending plans for AI are still in place.

Lucy Brewster
AI robot arms reaching towards the sky with lots of money falling around them.
Stocks

AI is guzzling cash

Big tech is spending big bucks to win the AI race, but it's costing shareholders.

Lucy Brewster

Making sense of market moves

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