Coming capex boom will require a shift by investors - Financial Times
WEBFeb 16, 2024 · Active asset management will make greater strides than passive investment in a capex boom — particularly as the goal is to selectively invest in physical assets necessary to power the new ...
Capital spending soars in the cloud as Microsoft, Google ... - GeekWire
WEBApr 30, 2024 · CapEx for cloud and AI includes upgrading and building new data centers; developing and procuring GPUs and specialized chips to train and run AI foundation models; laying transoceanic cables; and...
‘Signs of a new capex cycle’ emerge as S&P 500 companies report ...
WEBNov 1, 2021 · Companies in the S&P 500 index may be entering a new spending cycle as they face supply-chain constraints during the pandemic, with signs of capital expenditure picking up as they continue to...
Tech companies keep cutting their capex — and Wall Street loves it
WEBAug 11, 2023 · The company’s capex range for this year is $32 billion-$36 billion, down from $36.3 billion last year. Even techy EV maker Rivian ( RIVN) dropped its capex outlook.
Global companies' capex to hit decade-high growth this year
WEBJun 23, 2021 · The data showed that emerging market firms are likely to post capex growth of just 8% this year, far below that in developed economies such as the United States and Europe.
NAGA’s Shareholders Approve the Merger With CAPEX.com With …
WEBApr 22, 2024 · Merger with CAPEX.com: Pending regulatory approval and the entry of the general meeting resolutions in the commercial register, the strategic merger is designed to boost NAGA’s financial ...
Capex Booms as Companies Prepare for a Post-Pandemic World
WEBSep 11, 2021 · Global companies from noodle makers to semiconductor giants are spending on new plants and machinery in ways they haven’t done for years.
Chevron raises its 2024 capex budget by 14%, to $16 billion
WEBDec 6, 2023 · Chevron Corp. late Wednesday unveiled its 2024 capital-expenditure budget, calling for expenses of about $16 billion mostly to boost production in U.S. shale projects.
TSMC Capex Outlook Key to Next Phase of $340 Billion Stock Rally
WEBApr 17, 2024 · TSMC Capex Outlook Key to Next Phase of $340 Billion Stock Rally. Taiwanese chipmaker provides earnings, sales details Thursday; Demand and sales growth not priced in, Saxo Bank’s Garnry says
Microsoft Defends Capex Spending Binge As AI Chipmakers Benefit
WEBJul 31, 2024 · Late Tuesday, Microsoft disclosed spending $19 billion on capital expenditures in the June quarter, which was higher than many analysts had expected. Microsoft and other hyperscale cloud...