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23 pages

AI CapEx

Big Tech's Capex Miss Was a Delivery Problem. The Market Now Prices Who Can Pay for the Build, From Alphabet to Samsung.

Microsoft Spent $5 Billion Less Than It Planned and Grew Azure Faster. The Next Capex Wave Runs Through CPUs and Memory.

Oracle's Cash Turn Came Early Because Customers and Landlords Now Pay First. OpenAI Decides Whether It Holds.

Six AI Giants Ranked: Microsoft Leads Overall, While Google, Meta and SpaceX Win Their Own Categories

Druckenmiller vs. Bessent on Treasury Buybacks: Credibility Matters More Than $4 Billion

Rebound or Terminal? Eight Doubts, Seven Discriminators, and a 48-Hour Verdict

Why Does NVIDIA Want to Be OpenAI's Guarantor? Anatomy of the $250 Billion Backstop

Can Microsoft Earnings Break the OpenAI-Centered AI CapEx Circularity?

Cisco Did Not Die of Missing Demand: Rewriting the Dot-Com vs AI Comparison with the Monetization Gap Ratio

Alphabet's Q2: Cloud +82% Ends the Demand Debate, Negative FCF Starts the Cash Debate