A fly in the AI capex ointment
For all the tariff talk this year, there is a compelling argument that all the weakness in US stock markets is really just Mag7 euphoria...
Tag : capex
What to watch: Initial jobless claims, capex and card spending data
I don’t think today’s FOMC decision is going to be a big market mover but one of the things I’m hoping that Powell reveals is...
Japan Capex Falls Unexpectedly; Jobless Rate Steady At 2.5%
Capital investment of Japanese companies declined unexpectedly in the fourth quarter and the jobless rate remained unchanged in January, official data revealed Tuesday. Investment in...
Japan Q4 Corporate Capex falls 0.2%, tepid domestic demand
Corporate capital expenditure (capex) fell 0.2% year-on-year in Q4, marking the first decline in over three years following an 8.1% gain in Q3. Preliminary Q4...
Australia Capex Slips 0.2% In Q4
The total value of new capital expenditure in Australia was down a seasonally adjusted 0.2 percent on quarter in the fourth quarter of 2024, the...
Australian Q3 headline capex -0.2% q/q (expected +0.8%)
Australian Q3 headline Private Capital Expenditure -0.2% q/q expected +0.8% prior +1.1% Plant/machinery capex -0.8% prior +1.1% Building capex +0.2% prior +1.1% Estimate 5 for...
Meta’s Zuckerberg says will invest $60-$65B in capex this year
Meta’s Zuckerberg says: Meta is expected to spend $60 – $65 billion in This year versus previous guidance up 38 – $40 billion. The stock...