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CAPEX or OPEX: Optimising IT Spending in 2026 - Pasquale PillitteriPasquale Pillitteri · Mon, 10 Aug 2026 12:11:46 GMTDan Ives Says Big Tech Earnings Were The 'Wow Moment' For AI Monetization — 'It's All Starting To Come Together' - TradingViewTradingView · Mon, 10 Aug 2026 10:37:12 GMTMarkets Brief: Big-Tech Capex and What’s Next for the Yen - MorningstarMorningstar · Mon, 10 Aug 2026 06:09:38 GMTGoldman Sachs: Global AI investment will exceed $1 trillion this year, with U.S. investment nearing $600 billion. - MoomooMoomoo · Mon, 10 Aug 2026 04:06:27 GMTJPMorgan: AI-related capital expenditures continue to expand; tech companies' bond issuance this year could reach USD 540 billion. - MoomooMoomoo · Fri, 07 Aug 2026 23:25:00 GMTTech reaffirming capex spend breathed new life into bull market, says Capital Area's Malcolm Ethridge - CNBCCNBC · Fri, 07 Aug 2026 19:42:00 GMTMicrosoft, Meta And Google Just Silenced AI Spending Critics In One Earnings Night As Big Tech Capex Swells To $725B - StocktwitsStocktwits · Fri, 07 Aug 2026 19:27:05 GMTGlobal AI Investment Is Forecast to Exceed $1 Trillion in 2026 - Goldman SachsGoldman Sachs · Fri, 07 Aug 2026 19:13:27 GMT