capex

The AI race is no longer just an equity story. Surging debt issuance is reshaping bond markets and creating fresh opportunities.

AI will boost productivity, but the question is can companies will make an adequate return on their investment to justify lofty valuations.

GQG's David Jenkins reveals AI capex risks, and explains why earnings are finally returning to gravity.

Australia's capex data shows a growing AI-driven investment surge, revealing the scale of the data centre boom and its economic impact.

U.S. tech earnings season has turned ugly. ETF Shares’ David Tuckwell reviews the key results and explains what investors should focus on.

Amazon, Google, and Microsoft’s latest earnings reveal AI’s growing impact on cloud, ads, and software, as Big Tech races for AI dominance.

Energy CapEx — Renewables vs Oil & Gas: This is an interesting chart with respect to commodity markets, energy security, and the energy transition …perhaps some of...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpick from around the web and post on Twitter. The purpose of this post is to add extra colour and...

During the last decade, world energy investment declined by 35%, with green spending struggling to pick up quickly enough to offset the decline in fossil fuel...

Corporate capex growth crashed in 2020 for understandable reasons.Commodity capex in particular contracted at a record pace and now its weighting of total S&P500 capex...