Capital Expenditure
Amazon Raised Spending to $220bn and the Market Cheered. AWS Explains Why.
Amazon lifted 2026 capital spending to $220bn from $200bn and rose about 7%, because AWS grew 37%, its fastest in over four…
Microsoft and Meta Spent Alike. Only One of Them Was Forgiven.
Azure growth accelerated to 43% and passed $100bn for the year. Meta beat on revenue, missed on profit and raised its spending…
Apple Sat Out the AI Spending Race and Became the World Most Valuable Company
Apple briefly touched $5 trillion on Tuesday, a day after passing Nvidia. Its shares are up 19% in a month while Nvidia…
Big Tech Spent Its Way to a Reckoning, and This Week Delivers the Bill
Alphabet beat on revenue and fell 5% on a $205 billion capital budget. With Microsoft, Meta, Apple and Amazon reporting in 48…