CapEx - MarketMinute (Page 2)

AI

The $500 Billion AI Reckoning: Big Tech’s Capex Supercycle Faces the ROI Litmus Test

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

The $500 Billion Bet: How Big Tech’s AI CapEx Supercycle is Rewiring the Nasdaq

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

The Rubin Revolution: Nvidia’s New Architecture Sparks a $500 Billion AI Infrastructure Supercycle

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

The $500 Billion Bet: Goldman Sachs Forecasts Unprecedented AI Capex Surge in 2026

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