Sunday, August 2, 2026

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#AI capex

5 articles

TSMC Raises 2026 Capex Guidance to $52-56 Billion, Signaling AI Hardware Demand Ahead

Technology Stocks

TSMC Raises 2026 Capex Guidance to $52-56 Billion, Signaling AI Hardware Demand Ahead

Salvado•Jul 15, 2026

Goldman Sachs Forecasts 7pp ROE Drop for Big Tech as AI Capex Outpaces Returns

Tech Sector Earnings

Goldman Sachs Forecasts 7pp ROE Drop for Big Tech as AI Capex Outpaces Returns

Salvado•Jun 17, 2026

VOO's 34% Tech Weighting Puts $1 Trillion ETF at AI Capex Risk

Index Composition

VOO's 34% Tech Weighting Puts $1 Trillion ETF at AI Capex Risk

Salvado•May 25, 2026

$650B Hyperscaler CapEx Commitment Sets Up Multi-Quarter Chip Demand Surge

Tech Sector Investment Trends

$650B Hyperscaler CapEx Commitment Sets Up Multi-Quarter Chip Demand Surge

Salvado•May 19, 2026

$660B AI Capex Wave Pushes PHLX Semiconductor Index to 18-Day Record Winning Streak

Sector Dynamics & Valuations

$660B AI Capex Wave Pushes PHLX Semiconductor Index to 18-Day Record Winning Streak

Salvado•Apr 28, 2026