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TEXXR ▲
Technology

Capex

Filtered to Legal & Lawsuits ×
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

TEXXR Analysis

May 20, 2026
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...
Feb 8, 2026
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...
Feb 7, 2026
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...
Feb 5, 2026
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...
Jan 29, 2026
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.

Patterns

Related Entities

Meta 5 zuck 4 Gene Munster 3 Zuckerberg 3

Top Voices

@thetranscript_ 8 discussions @munster_gene 8 discussions @mikeisaac 4 discussions @morqon 3 discussions @nabeelqu 3 discussions @firstadopter 3 discussions @rihardjarc 2 discussions @lexnfx 2 discussions

Explore Further

Browse all articles Momentum analysis Find correlations Compare with Meta

Coverage Timeline

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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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