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...“All that is going to require a tremendous amount of capex”, for equipment such as servers and data centres....
...“For China or China-related companies, they are more focused on core business and more disciplined capex,” said Mandy Zhu, China head of global banking at UBS....
...Russell Napier, the market strategist and economic historian, describes this as a “capex boom”. Others call it an incoming “productivity renaissance”....
Parent of Facebook and Instagram reports better than expected quarterly revenue but raises capex guidance
...While it does not break out AI spend in the same way that it does for the metaverse, costs are reflected in capex. Last year, capex fell to $28bn....
...“They feel the economy is doing quite well and are focusing on capex spend, which hopefully will have a positive impact on the broader economy.”...
OnlyFakes; social media; The Traitors (and bond markets); green private capital; capex; happiness; aliens; sand; and rice
...An analysis from JPMorgan finds that the capex cost of developing new AAA titles “has far exceeded revenue growth, particularly in EMEA”: Three things are happening....
...At 2 per cent a year, research and development capex is growing at roughly quarter the pace of the late 1990s....
...Capex intensity is rising, from 6 per cent of sales in 2019 to almost 9 per cent, according to Bernstein. The dilution of returns is manageable for giants such as LVMH....
...However, hard indicators on spending plans have not fallen as sharply, and a tracker based on capex-specific hard data — which has historically been a better predictor of realized capex than a soft data...
...And there are a lot more of them, according to that note from August 2023: In previous research, we found that unprofitable firms disproportionately cut back on employment and capex when faced with margin...
...Biraj Borkhataria, analyst at RBC Capital Markets, said: “The overall capex increase suggests that over the medium term, once [Pioneer] is consolidated, capex may drift higher closer to $30bn per annum,...
...Musk’s commitment to artificial intelligence was evident in a big jump in “AI infrastructure capex” to $1bn, resulting in cash flow of negative $2.5bn in the period....
...However, this will mean capex will remain elevated until then — at £70mn for 2024, £60mn for £2025 and £50mn for 2026, which includes £20mn a year of maintenance capex....
...Yet capex commitments to expand sites in Norway, Scotland, and the US mean analysts are forecasting tepid earnings growth this year — the FactSet consensus is for earnings per share to increase by 1.6 per...
...Capex and R&D will come in at less than 7 per cent of sales, says Philippe Houchois at Jefferies. VW spends about twice that. A lot could still go wrong....
...Some 60 per cent of net capex will go into building out grids. These tend to have predictable, regulated returns....
...Amazon, Alphabet and Microsoft, all Nvidia customers, said capex would rise. Meta’s Mark Zuckerberg went further....
...He suggested the figures were driven by “exports and capex for new energy” industries, adding that any “step up” in stimulus was unlikely because growth was in line with official targets....
...These companies’ capex costs aren’t supposed to come from the government, by the way, because they’re investor-owned monopolies with guaranteed profits....
...Private innovation investment may follow suit: S&P 500 capex has picked up and US manufacturing capacity is growing at the fastest rate since 2008....
...With the Swedish carmaker facing big EV-related capex needs of its own, a spin-off that hands Polestar to its ultimate shareholder Geely looks like a better plan....
...About half include some airy commitment to prioritising capex over opex, though promises to keep investors updated on the split have been quickly forgotten....
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