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10 results for “capex”

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AMD Reports Tonight: The AI Chip Trade's Next Test

AMD reports Q3 after the close Tuesday with analysts modeling $13.1 billion of revenue, up 42%, and EPS of $1.93-$1.95. The stock is down 11% into the print.

James WhitfieldNovember 3, 20268 min read

An empty earnings-call stage with five chairs and a single glowing softbox light

Companies

Apple's Record $114.5 Billion Quarter Gets a Tariff Boost

Apple posted record fiscal Q4 revenue of $114.5 billion, up 12%, with EPS of $2.10 — but five cents of earnings and a point of margin came from tariff refunds.

Amara OkaforNovember 3, 20267 min read

A data center under construction with storm clouds gathering above

TechnologyAnalysis

Big Tech's $800 Billion AI Bet Meets a Market in Retreat

Five hyperscalers have committed $800.6 billion to AI spending in 2027. After Friday's $1 trillion tech wipeout, investors want to know who pays for it.

James WhitfieldNovember 2, 20269 min read

A smartphone lying on a boardroom table before an earnings call

Companies

Apple Q4 Earnings Preview: iPhone 18 Sales in the Spotlight

Apple reports fiscal Q4 today at 5 p.m. ET. The revenue bar sits at $113.4 billion — above Apple's own guidance — with iPhone 18 Pro demand in the spotlight.

Amara OkaforNovember 2, 20268 min read

A technician in a semiconductor cleanroom holds a shimmering silicon wafer, with fabrication machines and a glowing AI accelerator chip in the foreground

Technology

Meta's TPU Talks Rattle Nvidia's Chip Dominance

Meta is in talks to spend billions on Google TPUs — the report that knocked Nvidia down 2.2% and cracked open the question of AI chip pricing power.

James WhitfieldOctober 31, 20267 min read

Executives silhouetted in a boardroom above a New York-style skyline, with a glowing cloud-shaped data centre on the table

Companies

Amazon's Record Cloud Growth Can't Calm AI Capex Fears

Amazon's Q3 2026 earnings: AWS growth was the fastest in five years, yet the AI capital spending reaction sank the stock. Capex is now the market's metric.

Amara OkaforOctober 31, 20267 min read

A close-up of a computer chip with stock market data graphs reflected in its surface

Technology

Chip Selloff Widens as AI Leaders Call for a Pause

The semiconductor industry's unified optimism has fractured as AI executives publicly call for a pause, triggering a market selloff that raises questions about valuations and industry momentum.

James WhitfieldOctober 30, 20268 min read

Stock chart showing Alphabet's 50-day moving average crossing below the 200-day moving average

Markets

Alphabet Triggers a Death Cross: Technical Breakdown Meets the AI Narrative

Alphabet's stock formation signals caution, but the AI growth story remains central to its long-term prospects.

Amara OkaforOctober 30, 20268 min read

A tense trader watching plunging semiconductor stock charts across a wall of financial screens, with fiber-optic cable imagery glowing beside red ticker displays.

Companies

Marvell Investors Freak Out Over Lumentum Deal Rumors on Premium and China Fears

Marvell investors are freaking out as Lumentum deal rumors swirl, per MarketWatch — driven by two fears: a big takeover premium and a long wait for China's approval. The episode exposes how fragile semiconductor M&A confidence has become.

James WhitfieldOctober 29, 202615 min read

A split image showing a traditional balance scale on one side and a modern digital dashboard on the other, representing the classic vs. contemporary approaches to capital allocation.

CompaniesAnalysis

Buybacks vs. CapEx: How Boards Are Choosing

Corporate boards face critical decisions between returning capital to shareholders and investing in future growth, with significant implications for long-term value creation.

James WhitfieldOctober 20, 20268 min read