Capital Expenditure

2 articles

Business professionals analyzing holographic AI data streams and financial charts in a futuristic cityscape, representing the shift in enterprise AI spending.

Enterprise AI Spending Shifts, Redefining Corporate Investment Strategies

Google has hiked its 2026 capital expenditure projection by $5 billion, and Meta has raised its by $10 billion, signaling a multi-hundred-billion-dollar race to build the foundational infrastructure f

Olivia Hartwell·July 11, 2026

Cinematic visualization of AI infrastructure, showing glowing servers and industrial machinery, representing the physical backbone of the AI revolution.

Markets

AI Infrastructure Investment Soars, Reshaping Institutional Portfolios

Propelled by a significant capital expenditure supercycle, the industrial sector has become one of the S&P 500's best performers, climbing 11% this year.

Olivia Hartwell·June 5, 2026