Tight fiscal room won’t affect infra creation capex: Expenditure secy
New Delhi: The government will continue to prioritise infrastructure creation through higher capital expenditure even as it operates with tight ...
Tuesday, February 3, 2026
Tag: Capex
Microsoft Earnings: High Capex Signals Confidence — Now the Numbers Must Deliver
Technical pattern suggests Microsoft’s recent correction may be ending if earnings meet expectations. Azure growth and rising capital spending remain ...
Budget expectations low, says Jefferies; lists defence capex among 8 measures to watch out for
Budget expectations from the upcoming FY27 Union Budget remain “low”, with Jefferies arguing that Finance Minister Nirmala Sitharaman is likely ...
Budget 2026: States seek higher capex aid, GST loss compensation in pre-Budget talks with Sitharaman
New Delhi: States sought greater special assistance for capital investments, and enhanced support to compensate for revenue loss due to ...
Jefferies’ Chris Wood warns of an ‘AI capex arms race’
Christopher Wood has a track record of spotting speculative bubbles. He called the dotcom boom, Japan’s credit bubble and the ...
AI capex boosts from tech giants should benefit Credo, Micron, others: BNP Baripas
Oct. 30, 2025 12:03 PM ETMicrosoft Corporation (MSFT) Stock, GOOG Stock, GOOGL Stock, META StockCIEN, AMD, STX, WDC, NVDA, CLS, ...
Meta Earnings Preview: All Eyes on AI Monetization, Capex Ahead of Key Report
Meta’s stock has gained after every quarterly report this year, boosting investor confidence. Strong ad revenue growth and rising AI ...
JSW Infra: JSW Infra plans Rs 5,500 crore capex push; Q2 PAT down 3.5%
Mumbai: JSW Infrastructure plans to spend ₹4,000 crore on its port business and deploy another₹1,500 crore toward its logistics business ...
Hiding in Plain Sight: Accounting for Capex
In both public and private markets, investors often rely on EBITDA and cash flow metrics to assess profitability and value ...
History shows colossal capex from AI giants like Amazon and Meta could lead to underperformance in their stock
Tech giants investing billions in AI are risking future stock performance, says Morningstar. High capital expenditure may hurt stock returns ...
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