#Amazon CEO #AndyJassy defends the company’s $200 billion #capitalexpenditure in 2026, highlighting the success of its #AI and #customchip businesses. Jassy reveals that #AWS #AIrevenue has reached a $15 billion annual run rate and that Amazon’s internal chip business is generating over $20 billion…

OBBBA Restores 100% Bonus Depreciation OBBBA restores 100% bonus depreciation (Apr 7, 2026), creating immediate tax shields — e.g., $100m of qualified capex yields an incremental ~$16.8m federal tax shield at 21% — firms face a narrow window.

OBBBA Restores 100% Bonus Depreciation: OBBBA restores 100% bonus depreciation (Apr 7, 2026), creating immediate tax shields — e.g., $100m of qualified capex yields an incremental ~$16.8m… 👈 Read full analysis #BonusDepreciation #TaxIncentives #CapitalExpenditure #TaxShield #FinancialPlanning

China's Oil Giants Curtail Expansion as Markets Roil Bloomberg (Mar 31, 2026) reports China’s state oil majors may cut discretionary 2026 capex by 10–15%, pausing overseas deals and reshaping global project pipelines.

China's Oil Giants Curtail Expansion as Markets Roil: Bloomberg (Mar 31, 2026) reports China’s state oil majors may cut discretionary 2026 capex by 10–15%, pausing overseas deals and reshaping global… 👈 Read full analysis #ChinaOil #OilMarket #EnergyInvestment #CapitalExpenditure #GlobalMarkets

JPMorgan Launches CDS Basket to Hedge AI Debt Risk JPMorgan Chase has launched a credit default swap basket covering five hyperscalers, offering institutional investors a new tool to hedge AI-related debt risk.

winbuzzer.com/2026/03/24/j...

JPMorgan Launches CDS Basket to Hedge AI Debt Risk

#AI #AIInvestment #Oracle #Alphabet #Amazon #Meta #Microsoft #DataCenters #Hyperscalers #WallStreet #AIDisruption #CapitalExpenditure #Anthropic #Claude #Citadel #JpmorganChase #GoldmanSachs

Cloud earnings bring capex clarity, concern and confusion - SiliconANGLE Cloud earnings bring capex clarity, concern and confusion - SiliconANGLE

Cloud earnings bring capex clarity, concern and confusion #Technology #Business #Other #CloudComputing #EarningsReport #CapitalExpenditure

siliconangle.com/2026/02/08/cloud-earning...

LCRA TSC reports stronger-than-expected first half; capital spending may exceed budget LCRA Transmission Services Corporation reported a roughly $20 million year-to-date net margin and a forecasted year-end margin near $1.5 million, but finance staff warned capital spending could exceed the approved budget by about $40 million and said a sustained downward trend in coverage could prompt a rate case.

LCRA TSC is celebrating a $20 million net margin this fiscal year, but rising capital spending could lead to budget headaches ahead!

Click to read more!

#TX #BudgetManagement #CapitalExpenditure #FinancialTransparency #TexasTransmission #CitizenPortal

BasisPointInsight.com - A Fiscally Prudent and Reform-Oriented Budget by N R Bhanumurthy A fiscally cautious Union Budget stays the reform course, prioritising capital spending and stability while laying foundations for medium-term growth. by N R Bhanumurthy , BasisPointInsight.com

2/2 Read N R Bhanumurthy’s column for BasisPoint:
A Fiscally Prudent and Reform-Oriented Budget 👇

#FiscalPrudence #CapitalExpenditure #EconomicReforms #IndiaMacro

Resilience Focus: Companies are optimizing for geopolitical resilience, not just cost. This means increased CapEx in regional diversification. Invest in the beneficiaries of this shift. #CapitalExpenditure

Validate Project Resources! Feasibility Studies objectively validate personnel, technology, and capital requirements.

Ensure project sustainability: www.easmea.com/services/feas...

#FeasibilityStudy #ResourcePlanning #CapitalExpenditure #ProjectManagement #dubai #uaebusiness #dubaibusiness

#Microsoft reported better-than-expected fiscal first-quarter results, driven by a 40% jump in #Azure cloud revenue. However, the stock slipped in extended trading after the company announced an acceleration in #capitalexpenditure growth for the fiscal year. This increase in spending is attributed…

Who is spending the most and least in tech? Investing.com -- Tech stocks paused last week as investors reassessed spending patterns across the sector, with UBS highlighting both the biggest and smallest spenders on capital expenditure (capex) and research and development (R&D). In its latest Intelligence Weekly, UBS said, “With mixed results from the tech supply chain this week, we have started to witness some early signs of rotation within tech favoring AI laggards.” The bank added that the review of spending intensity, defined as capex relative to sales plus R&D relative to sales, offers a crucial pulse check for investors. UBS revealed that the top three spenders are Meta (NASDAQ:META), Intel (NASDAQ:INTC), and Oracle (NYSE:ORCL), with the bottom three being MasterCard, Uber (NYSE:UBER) and Accenture (NYSE:ACN). Meta and Intel have a combined 2025 capex and R&D intensity of 63%, while Oracle’s score is 50%. Meanwhile, Mastercard’s intensity is 6%, with Uber also at 6% and Accenture coming in bottom at 3%. Other names in the list included: Microsoft (NASDAQ:MSFT) (36%), Amazon (NASDAQ:AMZN) (31%), Apple (NASDAQ:AAPL) (11%) and Alphabet (NASDAQ:GOOGL) (35%). UBS noted that “while strong spending amid structural growth opportunities usually highlights solid visibility, a spending pulse check should still help investors assess risks and opportunities.” The analysts said that during the ongoing AI rally, markets have generally rewarded companies with strong investment plans as “a precursor to future monetization.” The report ranked 36 companies within UBS’s AI portfolio by combined 2025 spending intensity. UBS said the exercise is particularly timely given the seasonal weakness tech stocks often experience in August and September. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. “With tech historically experiencing weak seasonality during the August and September months, we believe it is a good time to take a pulse check on tech’s spending trends,” the note said. Despite near-term caution, UBS is maintaining its broader strategy. “With a balanced positioning and AI laggards continuing to outperform broader tech indexes, we stick with our strategy and recommend diversified opportunities across semiconductors, software and internet within our AI portfolio,” the analysts wrote. ProPicks AI analyzes thousands of stocks using 100+ institutional-grade financial metrics to identify the strongest opportunities. With 80+ strategies across global markets, you might be surprised where INTC appears. Our flagship Tech Titans strategy doubled the S&P 500 within 18 months, including notable winners like Super Micro Computer (+185%) and AppLovin (+157%). Each strategy refreshes monthly with 10-20 high-conviction picks. Even if INTC isn't currently featured, you'll discover similar opportunities in the same industry or theme—stocks the AI identifies before they breakout. Now up to 50% off while our Summer Sale lasts.

Click Subscribe #TechInvesting #CapitalExpenditure #ResearchAndDevelopment #InvestmentTrends #TechStocks

The current #AI #datacentre #buildingboom, driven by the increasing demand for #computingpower, has led to substantial #capitalexpenditure by tech companies. The involvement of private #creditfunds, which borrow from #banks, adds to the risk, as a bust in private credit could impact bank balance…

Click Subscribe #Tesla #CapitalExpenditure #Investing #StockMarket #FinanceNews

One-third of capital expenditure happens in last month of fiscal year Construction contractors often begin work months before but receive payments only near the fiscal year-end. Data from the past eight years shows that on

Year-end spending rush hits Nepal’s economy again! #NEPSE #AllStocksInfo #BudgetRush #NepalEconomy #CapitalExpenditure #FiscalYearEnd #DevelopmentDelay

allstocksinfo.com/one-third-of...

The City Administration has approved a resolution to submit a proposed budget of 350 billion Br for the 2025/26 fiscal year to the City Council for deliberation. #AddisAbabaBudget #CapitalExpenditure #BudgetAllocation

Read more - ow.ly/J7fO50WeGpl

Bedfordshire OPCC takes out £8.5m in loans to support infrastructure plans - Bedford Independent Bedfordshire’s OPCC has borrowed £8.5m to fund capital projects, refinance debt, and cover delayed sale proceeds from Greyfriars Station...

The OPCC has borrowed £8.5m to support Bedfordshire Police’s capital plans. The office says it followed proper financial advice and aims to secure the best value...

#Bedford #BedfordNews #OPCC #CapitalExpenditure #PoliceFinance #Greyfriars

Nvidia-backed CoreWeave whipsaws as investors digest $23 billion capital expenditure plan - Yahoo Finance Nvidia-backed CoreWeave whipsaws as investors digest $23 billion capital expenditure plan  Yahoo Finance

Click Subscribe #Nvidia #CoreWeave #Investment #CapitalExpenditure #TechNews

American Electric Power Exceeds Earnings Expectations Amid Trade Tariffs American Electric Power (AEP), a major U.S. utility provider, exceeded earnings expectations for the first quarter, with minimal anticipated impact from recent trade tariffs on its substantial investment strategy. The company maintains a $54 billion capital expenditure plan spanning the next five years, designed to accommodate escalating power requirements fueled by factors like the proliferation of hyperscale data centers, the return of manufacturing operations to U.S. soil, and significant economic expansion across the country. AEP, headquartered in Columbus, Ohio, manages 11 regulated utilities throughout the Midwest. The company anticipates the potential for additional investments, up to $10 billion, within the five-year timeframe, although tariffs are not expected to significantly alter the overall plan. Reported earnings are projected between $5.75 and $5.95 per share, with a projected annual growth rate of 6% to 8%. President and CEO Fehrman, assuming the role in August 2024, has reiterated the company’s annual operating earnings forecasts. AEP has proactively filed integrated resource plans with regulatory bodies in Arkansas, Indiana, Kentucky, Michigan, Virginia, and West Virginia. The company recently established connections for hyperscale artificial intelligence (AI) data centers belonging to Amazon and Google in Indiana, representing a multi-billion dollar investment. Currently, AEP is experiencing substantial demand, with over 500 customers, both existing and prospective, seeking to connect approximately 80 gigawatts of power to its transmission network. A recent analysis by S&P Global Market Intelligence indicates that U.S. data centers will consume over 280 terawatt-hours (TWh) of electricity annually in 2024, with projections reaching nearly 530 TWh by 2028. The Department of Energy’s assessment aligns with this trend, estimating data center energy consumption to be between 325 TWh and 580 TWh by 2028.

American Electric Power Exceeds Earnings Expectations Amid Trade Tariffs #ERCOT #Electricity #USUtilities #CapitalExpenditure #HyperscaleDataCenters #EnergyDemand

Private Capex Is Faltering, And Global Fragmentation May Be To Blame India’s first forward-looking capex survey shows a sharp fall in 2025-26 plans, exposing demand worries and rising global trade uncertainty.

Read the full article here: basispointinsight.com/Story/Home/p...

#PrivateCapex #CapitalExpenditure #Investment #IndiaEconomy

Revisiting: Auckland Airport: Capital Expenditures And Debt Deflate Investment Case #AucklandAirport #Investment #CapitalExpenditure #DebtManagement #FinancialAnalysis

DeepSeek 'punctures' AI leaders' spending plans, and what analysts are saying | TechCrunch Chinese AI firm DeepSeek has emerged as a potential challenger to U.S. AI companies, demonstrating breakthrough models that claim to offer performance Chinese firm's efficient AI model raises questions about Big Tech's massive infrastructure spending plans.

"DeepSeek's efficient AI model development challenges the high capital expenditures of leading tech companies."

techcrunch.com/2025/01/27/d...

#DeepSeek #AI #TechSpending #Innovation #CapitalExpenditure