CapEx

concept
20 mentions 13 recordings first heard May 2018 last heard 6 Sep ↓1 this week

Capital expenditure; corporate spending on physical assets, often linked to technology and data centre investment.

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Stephen KoukoulasFEAR & GREED | Business News · Q+A: The Week Ahead | 7 Sep 2026 · 1:58 · 6 Sep
…So the fact that CapEx was up 10.5% in the year to June this year, and expectations for next financial year, so 26-27 financial year, are for another 15% growth in capital expenditure.…
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Ed ElsonProf G Markets · Aswath Damodaran: Big Tech Has No Idea How AI Pays Off · 10:16 · 7 Aug
…recently that the CapEx has quite frankly gotten a little bit out of control?…
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Mandeep SinghBloomberg Tech · Instant Reaction: Intel's Revenue Shatters Wall Street Estim... · 8:51 · 23 Jul
…And the Google report with them raising CapEx, I'm expecting every hyperscaler will raise CapEx.…
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Nick ColasThe Compound and Friends · The Number One Question Facing Investors, How the US Became ... · 14:13 · 13 Jul
…And that is the entire source of the current AI……
Downtown Josh BrownThe Compound and Friends · The Number One Question Facing Investors, How the US Became ... · 2:30 · 13 Jul
…If we think that all of a sudden CapEx announcements……
Downtown Josh BrownThe Compound and Friends · The Number One Question Facing Investors, How the US Became ... · 1:14 · 13 Jul
…welcome back it's an all-new edition of what did we……
Joe WeisenthalOdd Lots · How Lenovo's CFO Is Allocating Capital During One of History... · 2:33 · 27 Jun
…So we, you know, the headlines by and large are……
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