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Technology

Capex

3 articles rising

Capex has appeared in 3 articles since 2024-04. Coverage peaked in 2025Q1 with 2 articles. Frequently mentioned alongside Meta, zuck, Gene Munster, Zuckerberg.

Articles
3
mentions
Velocity
+100.0%
growth rate
Acceleration
0.000
velocity change
Sources
3
publications
The Transfer
Meta laid off 8,000 and moved 7,000 into AI units the same week — a net headcount cut near 1,000 reported as a 10% reduction. On the same day, Nvidia booked $75...
The Fraction
Three days after three companies committed half a trillion dollars to AI infrastructure, Apple reported its capital expenditure had declined 19% to $2.37 billio...
The Backlog
On February 5, the market sold off on half a trillion dollars in AI capex. On February 7, it rallied. What changed wasn't AI sentiment. It was the discovery tha...
Half a Trillion
On February 5, Alphabet guided 2026 capex of $175-185 billion. Amazon guided $200 billion. A week earlier, Meta guided $115-135 billion. Three companies will sp...
The $150 Billion Question
Meta guides $115-135B in capex and rises 7%. Microsoft spends $37.5B in a quarter and crashes 10%. The market is trying to price AI infrastructure—and failing.

Coverage Timeline

2025-02-07
Amazon.com, Inc. 4 related

Amazon reports Q4 revenue up 10% YoY to $187.8B, vs. $187.3B est., net income up 89% YoY to $20B, and operating income up 61% YoY to $21.2B

$AMZN CEO Andy Jassy Just Now @amazon : We released our Q4 earnings today—here are some highlights, created with the help of our AI-powered Amazon Nova Reel. [video] @thetranscript_ : $AMZN CEO: AWS C...

2025-01-25
Reuters 31 related

Mark Zuckerberg says Meta is planning to invest $60B to $65B in capex in 2025, will end the year with 1.3M+ GPUs, and plans to grow its AI teams “significantly”

Market: WE LOVE AI, DO AI THING  —  META: Sure thing, ploughing $40bn into capex this year  —  Market: wait not like that  —  First time we've seen a negative market reaction to the reality of AI unit...

2024-04-25
CNBC 24 related

Meta's stock drops 10%+ on weak Q2 revenue guidance and increasing FY 2024 capital expenditures from $30B-$37B to $35B-$40B due to AI infrastructure investments

should investors consider buying? Kathleen Gallagher / Business Post : Shares in Meta plummet as it forecasts spending spree TJ Denzer / Shacknews : Facebook (META) issues Q2 2024 revenue guidance bel...

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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 75 tech news articles mentioning Capex, dating back to December 2017. The biggest stories include Meta raises its 2026 capex to between $125B and $145B, above analysts' est. and marking a... and Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from ~$131B in.... Frequently covered alongside Meta, Amazon, Google, Alphabet, and Microsoft. Coverage has shifted toward consumer, developer themes and away from funding.

Key Moments

2024Q2enterprise -50pts
2024Q3enterprise -50pts; funding +50pts
2024Q4research +50pts; funding -50pts

Relationships

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