Tracking artificial intelligence (AI)-related capital expenditure (CapEx) is critical as it represents a massive, transformative investment cycle – on track for nearly $700 billion by 2026 – that will ...

Alphabet, Microsoft, Meta, Apple and Amazon report Q2 2026 results between 22–30 July. Here’s what AI capex means, which ...

This article follows the one I recently published with the title "I Traced The AI Capex, And Found 6 Profit Pools (One Is An Asymmetric Bet)". It has been one of my most-read pieces with strong ...

The AI-driven bull market persists, but volatility and sector rotation are intensifying. Industrials (XLI) and utilities (XLU) are positioned as likely 2026 sector winners. Software and financial data ...

Don't wait! Be sure to get to your favorite bookseller and pick up a copy of David Gardner's new book -- Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth.

For years, it was common for even the biggest tech companies to have annual capital expenditures, or capex, in the single- to low-double-digit-billion range. You might have heard a tech company say it ...

Meta beat on revenue. Meta beat on EPS. Meta guided Q2 revenue of $58 to $61 billion which is strong. And shares are still down 6% after hours. The reason is the capex raise. Management bumped 2026 ...