Spending on physical assets — property, equipment, infrastructure.
Distinct from operating expenses; capitalized and depreciated over time. High capex can signal growth investment or maintenance burden. AI-era hyperscaler capex (data centers, GPUs) has reached unprecedented scale.
Spending on physical assets — property, equipment, infrastructure. Distinct from operating expenses; capitalized and depreciated over time. High capex can signal growth investment or maintenance burden. AI-era hyperscaler capex (data centers, GPUs) has reached unprecedented scale.
In financial metrics, Capex (Capital Expenditures) is one of the building blocks investors use to compare opportunities and assess risk. Understanding it helps you read research notes, earnings reports, and market commentary without getting lost in jargon.
Distinct from operating expenses; capitalized and depreciated over time. High capex can signal growth investment or maintenance burden.
Oracle shares plunged 12-13% to $175.3 as Q4 capital expenditure of $16.5 billion significantly exceeded analyst estimates, raising profitability concerns.
Jun 12, 2026
Oracle shares plunged over 13% despite reporting strong Q4 earnings, as investors reacted negatively to accelerating capital expenditure and AI infrastructure spending plans.
Jun 12, 2026
Applied Materials and peer semiconductor equipment stocks reached record highs as AI-driven chip production demand sustains strong orders for wafer fabrication and advanced packaging tools from TSMC and Samsung.
Jun 11, 2026
Mission Produce (AVO) released FY26 capital expenditure and EBITDA guidance following the Calavo acquisition close.
Jun 9, 2026
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