Financial Conditions and Capital Expenditures

Financial Conditions and Capital Expenditures Easier financial conditions don’t boost capex, amid the current uncertainty over tariffs and the slowdown in global economies. Image: Goldman Sachs Global Investment Research

Capital Expenditure by Magnificent Seven Companies vs. Share Price Index

Capital Expenditure by Magnificent Seven Companies vs. Share Price Index Major U.S. tech companies are maintaining their focus on AI infrastructure investment, even as DeepSeek’s breakthroughs raise questions about spending sustainability. Image: Goldman Sachs Global Investment Research

Big Tech Capex Outlook

Big Tech Capex Outlook Big Tech companies are poised for a significant increase in capital expenditures over the next few years, primarily driven by the growing demand for artificial intelligence infrastructure. Image: Alpine Macro