#capital expenditure
articles
Marketscreener's Capex-Light Style List: How Low Capital Intensity Drives Outperformance
The screener flags companies with capital expenditure below 10% of sales and 20% of EBITDA, a group that has historicall...
AI's Infrastructure Boom Is Now Running on Debt, Private Credit and Faith
Demand for AI remains strong, but the buildout is increasingly financed with debt and off-balance-sheet vehicles. The fi...
ADNOC Gas Boosts 5-Year Capex to $28bn as Rich Gas Project Advances
ADNOC Gas lifts its 2026–2030 committed capital expenditure by $8 billion to $28 billion following a final investment de...
Intel Upsizes Stock Offering to $20 Billion at $95 Per Share as AI Demand Accelerates
Intel lifted its equity raise to $20bn—a 33% jump from Monday’s plan—to fund AI-driven factory expansion. The move comes...
US Hyperscalers Set to Top $700 Billion in AI Infrastructure Spending for 2026
Amazon, Microsoft, Google, Meta and Oracle are on track to nearly double their data centre investments, reshaping energy...
Capex-Light Investment Style: Why Low Capital Intensity Outperforms
Companies with low capital expenditure relative to sales and earnings have historically delivered superior equity return...
SpaceX Earnings Beat Fades as $18.4B Quarterly Investment Triggers Stock Slide
SpaceX’s maiden quarterly report showed 92% revenue growth and a narrower loss, but a $18.4 billion quarterly investment...
SpaceX Beats in First Public Earnings, but Record AI Spending Sinks the Stock
SpaceX beat expectations in its first quarterly report as a public company, with Starlink driving profits — but $18.4 bi...
AI Capex Splurge Burns Billions in Big Tech Cash — and Investors Are Buying In
Alphabet and Amazon posted negative free cash flow as AI infrastructure spending surged, yet double-digit cloud growth h...
Big Tech's AI infrastructure spending surges past $1 trillion, cash flow hits decade low
Combined capex by Google, Amazon, Microsoft and Meta has reached $1.1 trillion since 2023, with $745 billion planned thi...
Waaree Energies Unveils Rs 30,000 Crore Expansion Plan, Shifts US Production to Dodge Tariffs
Waaree Energies plans Rs 30,000 cr capex over 2-3 years, with FY27 spend at Rs 9,000 cr. It is shifting US production lo...
Amazon Raises AI Capex by $20 Billion as Chip Costs Surge, AWS Demand Exceeds Forecasts
Amazon Q2 profit surged to $62.65 billion and revenue rose 20%, but soaring memory chip prices pushed annual capex guida...
Amazon Q2 Revenue Soars 20% on AI and Cloud; Capex Raised to $220 Billion
Amazon beat second-quarter expectations with a 20% revenue surge to over $200 billion, powered by AWS growth of 37% and ...
Meta Reveals $279 Billion in Future Data Center Leases as AI Buildout Accelerates
Meta disclosed $278.99 billion in new lease obligations for AI data centers, a 53% jump from last quarter, signalling an...
Steve Eisman Warns Any AI Capex Cut Will Trigger a 'Straight Down' US Stock Plunge
The 'Big Short' investor sees the US market as a one-way bet on AI's success, with Alphabet's negative free cash flow an...
Sterling & Wilson to Spin Off Generator Unit in ₹1,500-Crore IPO, Riding Data Centre Wave
Sterling & Wilson is forging ahead with a ₹1,500-crore IPO for its generator manufacturing arm, Sterling Green Power Sol...
Google Lifts Capex Target to $195B as AI Drives 24% Revenue Surge
Alphabet's Q2 revenue jumped 24% to $119.8B, fueled by an 82% cloud spike, but the company now plans to spend at least $...
US Firms Deploy Record Cash into Growth as Cash-to-EV Hits 20-Year Low
US companies are spending their swelling cash reserves on aggressive growth plans, pushing cash-to-enterprise value and ...