Capex, Inc company information, Employees & Contact Information

Buybacks take backseat as AI drives record US capex spending Reuters

OpenAI's spending bonanza has Wall Street focused on capex in Big Tech earnings reports CNBC

Meta is expected to spend a bigger share of its revenue on capex than ever before Sherwood News

AI monetization and capex in focus for Meta as Wall Street heads toward Q3 earnings Yahoo Finance

75% of gains, 80% of profits, 90% of capex—AI’s grip on the S&P is total and Morgan Stanley's top analyst is 'very concerned' Fortune

The AI capex endgame is approaching Financial Times

Why the biggest risk in AI might not be the technology, but the trillion-dollar race to build it businessinsider.com

Does GDP growth minus AI capex equal zero? Financial Times

AI monetization and capex in focus for Meta as Wall Street heads toward Q3 earnings businessinsider.com

Big Tech's capex is contributing to 'bubblicious aspects' in AI Yahoo Finance

American big business faces a $1trn capex question The Economist

The Bull Market’s Seventh Inning Morgan Stanley

The AI Spending Boom Is Massive But Not Unprecedented Bloomberg

Surviving the AI Capex Boom: Big Tech’s Spending Spree is an Echo of the Dot-Com Bubble WinBuzzer

How 'Sovereign AI' Can Boost AI CapEx Spending ETF Trends

AI capex surges despite rate hikes, thanks to the Magnificent Seven, Apollo says Seeking Alpha

VALUE: After Hours (S07 E32): CapEx, AI, and the Prisoner’s Dilemma The Acquirer's Multiple

Good News 'Doesn't Go On Forever' – Analyst Warns AI CapEx Cycle Could End In Recession Yahoo Finance

The AI boom is unsustainable unless tech spending goes ‘parabolic,’ Deutsche Bank warns: ‘This is highly unlikely’ Fortune

AI Capex Should Cripple Next Profit Cycle For S&P 500 Seeking Alpha

Consumer spending is propping up the US economy — not AI CapEx Yahoo Finance

Morgan Stanley Says Huge AI Capex Spending Will Deliver Returns by 2028 businessinsider.com

Earnings season, CapEx could be 'make or break' for AI trade Yahoo Finance

Buybacks take backseat as AI drives record US capex spending The Business Times

Big Tech's AI investments set to spike to $364 billion in 2025 as bubble fears ease Yahoo Finance

Big Tech’s $400 Billion AI Spending Spree Just Got Wall Street’s Blessing - WSJ The Wall Street Journal

Cracks are forming in the AI capex boom, warns Morgan Stanley. What to buy and sell. MarketWatch

AI Spending Is Offsetting Impacts From Tariffs, but There's a Catch businessinsider.com

AI capex is finally showing up in the real economy Yahoo Finance

Citigroup forecasts Big Tech's AI spending to cross $2.8 trillion by 2029 Reuters

The AI bubble is so big it's propping up the US economy (for now) bloodinthemachine.com

Big Tech may be breaking the bank for AI, but investors love it Reuters

Big Tech’s Big Bet on AI Driving $344 Billion in Spend This Year Bloomberg

Meta shares jump as AI fuels ad sales, outweighing big capital costs Reuters

Who will actually profit from the AI boom? - by Noah Smith Noahpinion | Noah Smith

The Vast Opportunities in AI Morgan Stanley

ING’s Treon: AI Spending is Real CapEx, Not a Bubble StartupHub.ai

Companies are spending so much on AI they’re cutting share buybacks, Goldman Sachs says Fortune

AI Bubble Fears Return with Circular Financing and CapEx Financial Sense

Google Cloud jacks up CapEx to build more cloud CIO Dive

Spending on AI data centers is so massive that it’s taken a bigger chunk of GDP growth than shopping—and it could crash the American economy Yahoo Finance

AI spending at Microsoft and Oracle is even higher than it looks, thanks to this accounting maneuver MarketWatch

An AI Spending Slowdown Would Drag Down the Market: Goldman Sachs Barron's

Microsoft to spend record $30 billion this quarter as AI investments pay off Reuters

Microsoft plans record $30 billion in quarterly capital spending to meet surging AI demand GeekWire

Could AI capex crash the U.S. economy? – TS Lombard’s Dario Perkins Seeking Alpha

5 Best AI ETFs To Capture Massive Infrastructure Capex Spending Seeking Alpha

MSFT Rides on AI Strategy: Can Rising CapEx Drive Future Growth? Yahoo Finance

Apple to increase AI infrastructure capex RCR Wireless

Google's $85 billion capital spend spurred by cloud, AI demand CNBC

Blackstone's Stephen Schwarzman says AI capex is powering U.S. economy Seeking Alpha

The cost of compute: A $7 trillion race to scale data centers McKinsey & Company

AI Stocks Face 2026 Conundrum As CapEx Growth Cools Investor's Business Daily

Big Tech spending big on AI could weigh on stock returns businessinsider.com

Goldman sees S&P 500 cash spending hitting $4.4 trillion in 2026 on AI capex boom (XLK:NYSEARCA) Seeking Alpha

Nvidia gaining share in cloud capex, new AI applications 'just getting started,' MS says (NVDA:NASDAQ) Seeking Alpha

How to Build an AI Budget-Planning Optimizer for Your 2026 CAPEX Review: LangGraph, FastAPI, and n8n Towards Data Science

Hyperscaler AI Deployments Lift Data Center Capex to Record Highs in 2Q 2025, According to Dell’Oro Group Dell'Oro Group

Behind the Curtain: AI is shouldering the American economy Axios

AI and gravity-defying US GDP Reuters

AI spending added 0.5% to GDP growth, and the Magnificent 7 stocks are driving the market Fortune

Nvidia CEO says AI boom far from over after tepid sales forecast Reuters

Google parent Alphabet surprises with capital spending boost after earnings beat Reuters

Who will pay for the trillion-dollar AI boom? The Economist

How To Play The Coming AI Capex Bust Seeking Alpha

Meta to spend up to $72B on AI infrastructure in 2025 as compute arms race escalates TechCrunch

This Is How the AI Bubble Will Pop derekthompson.org

Bubble, or are we at the start of an AI capex super-cycle? Proactive financial news

What if the AI stockmarket blows up? The Economist

Meta raises AI data center capex forecast to up to $72bn, blames Trump tariffs for increased cost Data Center Dynamics

Spending on AI data centers is so massive that it’s taken a bigger chunk of GDP growth than shopping—and it could crash the American economy Fortune

AI capex to fuel earnings and productivity growth, expect S&P500 to hit 8600 by 2027: Strategist MSN

Wall Street delighted with Microsoft as it spends $100bn on AI The Guardian

’Music stops when AI capex stops. Enjoy the party’: Wells Fargo Investing.com

Goldman see AI investmnt sustainable, future productivity gains far outweigh current capex investingLive

Meta raised the high end of its AI capex to $72 billion, up from $65 billion three months ago Fortune

The Macro Impact of AI on GDP - by Matthew C. Klein The Overshoot

Microsoft, Meta Face Investor Scrutiny Over AI Spending Binge Bloomberg

Will Applied Materials Meet Expectations in the AI Capex Boom? The Futurum Group

Amazon Bets on AI Spending: Will Capex Drive Growth or Prove Risky? Zacks Investment Research

AI Capex Is Propping up the Economy, but Outlook Is Hazy: Deutsche Bank businessinsider.com

Tech Voices: Ford CEO on EV market, Cerebras, AI CapEx spending Seeking Alpha

Tech’s Data-Center Capex Isn’t Creating Jobs. That Matters for Stocks. Barron's

How Much End User Spending Would Justify The AI Capex Wave Seeking Alpha

AI is Eating the Economy A Wealth of Common Sense

Google Stock Clears Major Hurdle, Yet One Serious Concern Remains IO Fund

Meta's hefty AI CapEx spend is already paying off, analyst says Yahoo Finance

Is Nebius' $2B Capex Spend on AI Infra a Smart or a Risky Bet? Yahoo Finance

Microsoft capex to exceed $30B this quarter, CFO says CFO Dive

As AI capex leads US economy, global data center capex projected to grow at 21 percent CAGR to $1.2tn by 2029 Data Center Dynamics

The AI spending boom is boosting US GDP — and potentially hiding looming problems businessinsider.com

Executive Roundtable: CapEx vs. OpEx in the AI Era - Balancing the Rush to Build with Long-Term Efficiency Data Center Frontier

Nvidia, Oracle, and Broadcom at Risk as AI Capex Cycle Faces Headwinds Yahoo Finance

Nvidia, AI Chipmakers Buoyed By Google Capex, Trump Plan Investor's Business Daily

NVIDIA (NVDA) Gets Overweight Rating as AI Capex Stays Strong Into 2026 Yahoo Finance

China’s AI capital spending set to reach up to US$98 billion in 2025: BofA South China Morning Post

China's AI developments may encourage firms to increase capex and help create jobs: Strategist CNBC

Alibaba plots AI capex hike Mobile World Live

Amazon boosts capex to more than $118 billion as AI cloud arms race heats up CNBC

Webscale's Record-Breaking Quarter: $722B Revenue and Soaring Capex | Webscale Market Tracker 2Q 2025 GlobeNewswire