Phillips 66
Phillips 66 (NYSE: PSX) today announced a robust $2.4 billion capital budget for 2026, signaling a strategic commitment to both the expansion of its core operations and the diligent maintenance of its existing asset base. This significant financial outlay, unveiled on December 15, 2025, positions the energy giant to
Oracle
REDWOOD SHORES, CA – Oracle Corporation's (NYSE: ORCL) Second Quarter Fiscal Year 2026 earnings report, released after market close on Wednesday, December 10, 2025, sent immediate tremors through the technology sector, wiping out approximately $80 billion from the company's market capitalization. While boasting significant growth in its
AI
A palpable sense of caution is sweeping through the financial markets as leading research firm BCA Research issues a stark warning: the burgeoning enthusiasm for Artificial Intelligence (AI) capital expenditure (capex) might be hurtling towards a "Metaverse Moment." This ominous prediction suggests a critical inflection point where the
Indian Economy
Despite a period of robust revenue growth and expanding corporate profits, Indian companies are exhibiting a notable restraint in their capital expenditure (capex) plans. This measured approach, observed by financial analysts around November 2025, signals a cautious outlook within India Inc, even as domestic demand and operational efficiencies contribute to
Used Equipment
November 24, 2025 – Despite a pervasive downturn in global commodity markets, which are projected to hit their lowest levels in six years by 2026, the used equipment market, particularly within the vital agricultural and construction sectors, is demonstrating remarkable and unexpected stability. This resilience, a stark contrast to the broader
Industrials Sector
New York, NY – November 21, 2025 – The Industrials sector of the S&P 500 experienced a significant surge today, delivering a robust performance that is sending strong signals of broader market optimism and an accelerating economic expansion. This impressive uptick is being widely interpreted as a bellwether for sustained
Japan
Tokyo, Japan – October 16, 2025 – Japan's core machinery orders, a crucial barometer for future capital expenditure, recorded a month-on-month decline of 0.9% in August, a figure that, while still a contraction, was significantly smaller than the sharp 4.6% decrease observed in July 2025. This latest report,
Oil & Gas
Oil and gas companies are poised for a year of fiscal conservatism in 2026, as Wood Mackenzie forecasts smaller capital budgets, signaling a strategic pivot towards financial strength and shareholder returns over aggressive growth. This anticipated reduction in capital expenditures could have profound implications for future global oil and gas
Meta
Meta Platforms (NASDAQ: META) is embarking on an unprecedented financial journey, committing billions to an aggressive expansion in artificial intelligence and its foundational infrastructure. With projected capital expenditures soaring to between $66 billion and $72 billion for 2025, the tech giant is making a clear statement: the future is AI,
Microsoft
In a bold strategic move signaling its unwavering commitment to leading the artificial intelligence revolution, Microsoft (NASDAQ: MSFT) has announced an unprecedented capital expenditure exceeding $30 billion for the first fiscal quarter of 2026. This colossal investment, primarily aimed at expanding its AI infrastructure, including hyperscale data centers and the
Oracle
Redwood Shores, CA – Oracle (NYSE: ORCL) has delivered an "astonishing" start to its Fiscal Year 2026, with Q1 results showcasing robust cloud revenue growth and an unprecedented surge in Remaining Performance Obligations (RPO). This monumental increase in future revenue commitments, largely driven by multi-billion-dollar AI-related cloud contracts, underscores
AI
Artificial intelligence (AI) is orchestrating a profound shift in global economic dynamics, extending its transformative reach far beyond the celebrated "Magnificent Seven" tech behemoths. This widespread integration is not merely optimizing existing processes but actively fueling a "Great Rebalancing" in earnings expansion, democratizing growth across a