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. ...
Friday, June 26, 2026
Tag: capex
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, ...
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, ...
Nvidia’s Jensen Huang says tech’s $700 billion AI capex is just the start of something far bigger
Nvidia CEO Jensen Huang’s comments on his company’s Q4 earnings call on Wednesday may one day be remembered as the ...
PSU banks and capex stocks leading market gains: Dipan Mehta
Indian markets are witnessing notable developments across banking, capital goods, and infrastructure segments, according to Dipan Mehta, Director, Elixir Equities.PSU ...
Where does the capex focus lie in Union Budget 2026?
Relying solely on the headline capital expenditure (capex) number in the Union Budget provides an incomplete picture of the government’s ...
Tight fiscal room won’t affect infra creation capex: Expenditure secy
New Delhi: The government will continue to prioritise infrastructure creation through higher capital expenditure even as it operates with tight ...
ETMarkets Smart Talk | Capex and consumption may steal the show in Budget 2026: UTI AMC’s Karthikraj Lakshmanan
In this edition of ETMarkets Smart Talk, Karthikraj Lakshmanan, Senior Vice President – Equity at UTI AMC, shares his perspective ...
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