capex

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...

There is an investing narrative that suggests with three interest rate cuts in the past few months, companies are about to unleash a capex spending spree. I’m...

Here are the Nucleus charts showing Australian GDP and which categories are responsible for the growth/decline. Each bubble represents a category of GDP proportionate...

I've been having a second look at the private capital expenditure (capex) forecasts for Australia released last week. Capex is a key driver of economic cycles in...

It is fast approaching the time of the year when annual company reports will be coming in thick and fast. With so much information on hand, one is quickly drawn to the...