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Big tech capex scorecard: Amazon spends over $77B in one quarter — how it stacks up with MSFT, TSLA, GOOGL
Tesla posts the largest jump in capex from the prior quarter, up 88% to $4.7 billion. ・Amazon spent about $20 billion more ...
Amazon remains a buy as Project Mercury is set to expand Sub Same-Day (SSD) fulfillment centers from 85 to 1,000+ sites by 2031. Click to read my full update on AMZN stock.
Micron's surging capex, now guided at $25B for FY26, is catalyzing a construction boom in the memory industry, directly benefiting WFE vendors. LRCX, AMAT, and KLAC are best positioned to capitalize ...
Microsoft, Meta and Alphabet report quarterly results on Wednesday, followed by Amazon and Apple on Thursday. Investors are particularly focused on capital expenditures, as they look closely to see ...
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