#AI CapEx

Earnings to Test AI Trade as Bund Summit Opens

Bloomberg Podcasts frames earnings as the test for the AI trade, with Natixis' Chetouane seeing overblown capex fears and Kaushik Basu warning the US-China AI race needs coordination.

Mark Zuckerberg's $145B AI Wager: Where Meta's Money Goes

Meta generated $56.31B in Q1 2026 revenue, up 33 percent, while committing up to $145B in annual AI capex. A segment-by-segment breakdown: the $55B advertising engine, the $4B Reality Labs subsidy, and the $19B quarterly infrastructure build.

AI Capex Fuels 2026 Market Outlook, Broader Participation Hinges on Rate Cuts

AI Capex Cycle Shifts to Scrutiny, Not Stagnation

ING's Treon: AI Spending is Real CapEx, Not a Bubble