Microsoft: Higher Revenue Visibility Met Measured Capex
By Envision Research Publication Date: 2026-08-22 10:49:00 Microsoft (MSFT) stock’s stronger RPO and revenue visibility plus disciplined capex and cash…
Tag: Capex
The Trillion-Dollar AI Capex Gap: Why Too Much Hardware Could Be Nvidia’s Trap and Microsoft’s Opportunity
By Habib Ur Rehman Publication Date: 2026-08-21 14:00:00 The problem with AI valuations is that infrastructure spending is running far…
AI CapEx Risk: Amazon And Oracle Are The Most Vulnerable Hyperscalers
© Quality Stock Arts / Shutterstock.com Oracle (NYSE:ORCL | ORCL Price Prediction) and Amazon (NASDAQ:AMZN) both closed their latest quarters…
Why Alphabet and Microsoft Suffer Less If AI CapEx Goes Wrong
By Alex Sirois Publication Date: 2026-08-18 12:46:00 Quick Read MSFT funded its AI buildout from operations while GOOGL nearly doubled…
Microsoft: AI CapEx Is A Good Problem To Buy
By Dhierin Bechai Publication Date: 2026-08-15 08:55:00 Microsoft’s FY26 results show Azure tops $100B, Copilot adoption surges, and AI demand…
The Risks of Microsoft’s Relatively Restrained Capex
By Anita Ramaswamy Publication Date: 2026-08-09 18:00:00 Microsoft came out of this summer’s earnings season looking like a prudent spender.…
Sundar Pichai’s Alphabet Has Grown Google Cloud Revenue 82% Year Over Year. Here’s Why That Growth Rate Justifies the Company’s Capex Bet. | The Motley Fool
By Adam Spatacco Publication Date: 2026-08-09 18:54:00 Artificial intelligence (AI) has become the defining force reshaping cloud computing, with platforms…
I’m Buying Broadcom Because It Sucks Up The Hyperscaler AI Capex That Doesn’t Go To Nvidia
By Alex Sirois Publication Date: 2026-08-05 04:19:00 I keep hitting the buy button on Broadcom because the company sells nearly…
I’m Buying Broadcom Because It Sucks Up The Hyperscaler AI Capex That Doesn’t Go To Nvidia
By Alex Sirois Publication Date: 2026-08-05 04:19:00 Quick Read Broadcom supplies nearly everything inside a hyperscale AI cluster except the…
Broadcom (NASDAQ: AVGO) Captures The Hyperscaler AI Capex That Bypasses Nvidia (NASDAQ: NVDA)
By @ForPolJournal Publication Date: 2026-08-05 19:50:00 Broadcom (NASDAQ: AVGO) has emerged as the dominant supplier of nearly everything inside a…