#capex

5 briefings

Microsoft Is Setting the AI Spending Bar for the Magnificent Seven

Aug 9, 2026, 1:40 AM

TSMC Pours Another $100B Into Arizona, Pushing Its Desert Bet to $265 Billion

Jul 27, 2026, 5:29 PM

Google Bets $205 Billion on AI — and Investors Blink

Jul 26, 2026, 1:06 AM

Intel's AI Foundry Rally Fizzles as Spending Fears Take Over

Jul 25, 2026, 4:33 AM

Microsoft Outpaces the Nasdaq as Wall Street Bets AI Spending Will Cool

Jul 20, 2026, 6:30 AM