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Marvell Is Positioned to Absorb a Disproportionate Amount of This AI Capex Surge, So I Keep Buying - 24/7 Wall St.24/7 Wall St. · Thu, 06 Aug 2026 04:23:08 GMTSpaceX Stock Falls 11% As AI Capex Surges To $18.4 Billion - ForbesForbes · Wed, 05 Aug 2026 11:52:31 GMTSwift Energy eyes order book surge as capex cycle regains momentum - The Edge MalaysiaThe Edge Malaysia · Wed, 05 Aug 2026 07:00:00 GMTSemiconductor Stocks Rise as AI Capex Surges Despite Market Setbacks - Global Banking & Finance ReviewGlobal Banking & Finance Review · Wed, 05 Aug 2026 04:49:28 GMTAMD Stock Tumbles Overnight As CapEx Surge And SpaceX’s Nvidia Switch Overshadow Q2 Beat - StocktwitsStocktwits · Tue, 04 Aug 2026 23:19:22 GMTCloud giants pour nearly $600B into capex as AI demand surges - The RegisterThe Register · Tue, 04 Aug 2026 13:09:00 GMTAI Server Shipments Forecast Raised to Nearly 31% YoY in 2026 as 90% Surge in CSP CapEx Fuels Infrastructure Expansion, Says TrendForce - TrendForceTrendForce · Mon, 03 Aug 2026 07:52:08 GMTAmazon Earnings: AWS Revenue Surges, Driving Margins Higher, While Capex Is Contained - MorningstarMorningstar · Fri, 31 Jul 2026 07:00:00 GMT