Microsoft (MSFT) Shows Why AI Capex Does Not Automatically Break Free Cash Flow
Microsoft Corporation (MSFT) is spending at a pace that would normally make income-statement strength look less important than cash-flow pressure. ...
Tuesday, October 6, 2026
Tag: capex
The global economy is in the largest capex cycle ever, with $5 trillion by the end of the decade
AI hyperscalers aren’t the only big spenders fueling the economy and financial markets as the energy sector is experiencing its ...
Why energy storage is moving beyond the capex debate
For most of the past decade, the energy storage conversation revolved around a single question: how much does it cost? ...
Meta (META) Posts 33% Revenue Growth and Raises Capex Guidance by $10B
Meta Platforms, Inc. (NASDAQ: META) reported first-quarter 2026 results on April 29, 2026, posting $56.31 billion in revenue — a ...
Meta just bumped its 2026 capex forecast up to as much as $145 billion—and investors flinched
Meta Platforms is splashing some serious cash on AI infrastructure, and investors have flinched. The company reported first quarter 2026 ...
Meta Platforms (META) Faces $55B Revenue Test: Can AI Ad Gains Justify a $135B Capex Bet?
Meta Platforms, Inc. (Nasdaq: META) is set to report its first-quarter 2026 results after the close of markets on Wednesday, ...
Dan Ives: Tesla Is ‘Morphing into a Physical AI Stalwart’ So Don’t Sweat the CapEx and Just Buy TSLA Stock
Electric vehicle-making behemoth Tesla (TSLA) recently reported its first-quarter results, grabbing eyeballs on Wall Street. One of the largest factors ...
Utilities plan $1.4T in capex over next five years to upgrade grid, power AI boom (XLU:NYSEARCA)
Apr 18, 2026, 8:25 PM ETState Street Utilities Select Sector SPDR ETF (XLU), DTCRIDU, IDGT, VPU, RSPU, FUTY, UTES, TRFK, ...
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