Search Results | Showing 11 - 20 of 88 results for "capex" |
| | | ... owner, Meta, was also down 12% in October. They reported a big increase in earnings this month, but also a surge in the capex that they're making to stay in the AI game. They're also borrowing massively to do it." Colosimo added that US markets ... |
| | | | ... achieve rosy ROIs, they also want a healthy return on their capital. The Big Five US tech companies, for example, saw their capex go from US$150 billion in 2023 to US$300 billion anticipated this year, she says. "We've seen companies like Microsoft ... |
| | | | ... with Intel, which used to be number one. As Intel was pulling back, TSMC was pushing forward," she explains. "TSMC's capex for 2025 is going to be between US$38 billion and US$42 billion. It is so far ahead that it keeps putting more and more distance ... |
| | | | ... - industrial automation, and national infrastructure. The firm said that since 2020, China has tripled its semiconductor capex, with spending stabilising above US$30 billion as its focus shifts from building capacity to scaling production. Despite "external ... |
| | | | ... Warton said the most recent US reporting season has only further reinforced that view, with many large companies increasing capex to meet demand. "The hyper-scale cloud providers are, across the board, dramatically ramping up their capex," Warton said. ... |
| | | | ... recent drop it still embeds a bright future ahead which does not preclude further weakness for the industry if in fact IT capex requirements are less than expected," he said. On a positive note, Global X investment specialist Billy Leung said Australian ... |
| | | | ... driven by devaluations of $6.1 billion and divestments of $2.4 billion. This was offset by acquisitions of $1.7 billion and capex and development spend of $0.5 billion. The majority of the group's FUM is invested in the office and industrial sectors ... |
| | | | ... offshore markets. The strategy aims for risk-adjusted returns across global infrastructure opportunities and focuses on capex-intensive infrastructure assets and businesses with contracted, regulated, or recurring cash flows; leading market share; high ... |
| | | | ... exceptionally strong tailwinds as many solutions for the global energy transition challenge require significant upfront capex, creating an opportunity for financing these solutions for years to come," Aware Super portfolio manager, private equity Alex ... |
| | | | ... provided an update on its REIT valuation and said: "The valuations resulted in a net movement of $164 million, inclusive of capex, reflecting a 3.7% devaluation." Dexus also announced that its property valuations resulted in a total estimated decrease ... |
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