JeffCurrie, Carlyle Group, joins 'The Exchange' to discuss Currie's thoughts on the 'revenge of the old economy,' parallels to prior investment cycles and much more ... .
Shares rallied significantly in late 2025 as AWS growth hit 24%, but faced a 10% "Capex dip" in early 2026 following the announcement of the $200 billion investment plan ... Capex Intensity ... heavy Capex.
The moderation in government spending is expected to slightly temper economic growth momentum during the quarter, although overall activity remains supported by festive demand and state-level capex expansion, data compiled by ICRA showed.
Morgan Stanley said Reliance’s plan to deploy Rs 10 lakh crore across AI, digital infrastructure and associated energy supply marks the group’s next major capital allocation shift ....
RECORD RISE. Capital expenditure is expected to stay somewhat firm, supported by pledges to fund research, development and investment in plants and equipment. Bloomberg ... From a year earlier, orders advanced 17 percent, the fastest pace since April 2022.
A majority of that capex will be used on project construction, with an estimated cost of $1.2-$1.5 billion ... The remaining portion of capex will be allocated to what the company categorizes as ...
The precipitous drop in Amazon’s share price earlier this month was triggered by the company's "BigShocker" disclosure of a $200 billion capex plan for 2026—a figure that represents the largest single-year corporate investment in history.