Capex
As of January 19, 2026, the global financial markets are navigating a landscape defined by an unprecedented "Capex Supercycle." While critics in early 2025 voiced concerns over a potential "AI bubble," the start of the 2026 fiscal year has silenced many skeptics. Corporate capital expenditure (Capex)
Tax Policy
As the first quarter of 2026 unfolds, the American corporate landscape is undergoing a massive transformation, driven by the legislative shockwaves of the "One Big Beautiful Bill Act" (OBBBA) of July 2025. What was once feared as a looming "tax cliff" has instead become a high-speed
AI
As we enter the first week of 2026, the era of "blind faith" in artificial intelligence investment has officially concluded. The "Big Four" hyperscalers—Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), and Meta Platforms (NASDAQ: META)—have closed out a staggering 2025 with a
AI
As of January 6, 2026, the global financial markets are witnessing a capital expenditure cycle unlike any in history. The "Big Four"—Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Meta (NASDAQ:META), and Amazon (NASDAQ:AMZN)—alongside Oracle (NYSE:ORCL), have officially projected a collective AI-related capital expenditure (CapEx)
Nvidia
As the tech world converged on Las Vegas for CES 2026, the atmosphere was thick with anticipation for what many analysts are calling the "second act" of the artificial intelligence era. On January 5, 2026, Nvidia (NASDAQ: NVDA) CEO Jensen Huang took the stage to officially unveil the
AI
As the calendar turns to January 6, 2026, the financial world is grappling with a staggering new reality: the "AI arms race" has reached a fever pitch. Goldman Sachs has released a definitive outlook for the year, projecting that capital expenditure (capex) from the world’s largest technology