This is the first monthly AI Capex Tracker on MarketAnalysis.com: one page, refreshed each month, showing what the largest AI infrastructure buyers spent, what they say they will spend, how they pay for it, and where the money ends up. The September quarter closed the books on a simple number. Amazon, Alphabet, Microsoft, Meta and Oracle put $237.3 billion into capital spending … [Read more...] about AI Capex Tracker November 2026, Hyperscalers Spend $237 Billion in One Quarter as Free Cash Flow Turns Negative
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Stocks Fall as Meta Capex Outruns Its Cash Flow, Chips Sink and Brent Tops $111
CNN's Fear & Greed Index sits at 21, deep in extreme fear, and Thursday's tape explains why. By midday in New York the S&P 500 was down about 1.2% and the Nasdaq Composite about 2.1%, with the Nasdaq 100 off 2.5% and a gauge of chipmakers down 5.8%. The Dow held close to flat. That split matters. This is a selloff in the AI trade and in anything priced off oil, while … [Read more...] about Stocks Fall as Meta Capex Outruns Its Cash Flow, Chips Sink and Brent Tops $111
