Nvidia’s Jensen Huang says tech’s $700 billion AI capex is just the start of something far bigger
Nvidia CEO Jensen Huang’s comments on his company’s Q4 earnings call on Wednesday may one day be remembered as the ...
Sunday, May 3, 2026
Tag: Capex
PSU banks and capex stocks leading market gains: Dipan Mehta
Indian markets are witnessing notable developments across banking, capital goods, and infrastructure segments, according to Dipan Mehta, Director, Elixir Equities.PSU ...
Amazon stock sinks 10% despite earnings beat on $200B capex shock
Amazon said Thursday it plans to spend $200 billion on capital expenditures in 2026, with a focus on artificial intelligence ...
Power Grid shares rally 13% in two days on higher FY26 capex guidance
Shares of Power Grid Corporation of India surged nearly 5% on Tuesday to a day’s high of Rs 282.9 on ...
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 ...
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, ...
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