According to @DecryptMedia, Cathie Wood's Ark Invest highlights artificial intelligence (AI) as a significant driver of a prolonged capital expenditure (CapEx) boom. The firm notes that increased investment in AI infrastructure and technologies will likely sustain economic growth and innovation. This trend is expected to influence key industries and provide long-term opportunities for investors focusing on AI-driven advancements.

According to Gary Black, there is a buying opportunity in big tech stocks that have been impacted by high 2026 capex forecasts. He argues that early-year capex projections often shrink over time, capex expenses are amortized over several years, and tech CEOs may reassess ROI expectations, leading to reduced future spending. Stocks like Google (GOOG) and Meta (META) currently present compelling valuations based on their projected P/E ratios and EPS growth.

According to @StockMKTNewz, Oracle plans to raise $45 to $50 billion in 2026 through a mix of debt and equity to build additional cloud infrastructure capacity to meet contracted demand, source: Bloomberg. The company’s stated use of proceeds is to expand capacity for its cloud infrastructure to satisfy existing commitments, source: Bloomberg via @StockMKTNewz. For trading strategy, monitor the eventual structure and timing of the offerings, potential equity-related dilution, and changes to leverage once details are filed, source: Bloomberg via @StockMKTNewz.

According to The Kobeissi Letter, IT equipment and software investment has risen to a record 4.5% of US GDP, surpassing the previous peak from Q4 2000 (source: The Kobeissi Letter). The share is up by 1.5 percentage points since Q3 2023 (source: The Kobeissi Letter). Since Q3 2023, nominal IT equipment and software investment has increased by $288 billion (source: The Kobeissi Letter). These confirmed figures highlight accelerating AI-driven capital expenditure, providing traders a concrete macro gauge to track in upcoming GDP updates (source: The Kobeissi Letter).

According to @KobeissiLetter, US technology firms’ CapEx-to-Sales ratio has reached 11%, the highest since 2000, rising by 4 percentage points since 2022. According to @KobeissiLetter, the CapEx-to-Free Cash Flow ratio is about 38%, the highest since 2022, compared with roughly 60% in the late 1990s. According to @KobeissiLetter, this indicates tech companies are funding most capital expenditures with free cash flow rather than debt, reflecting solid financial health. According to @KobeissiLetter, the AI investment boom has room to run, a signal traders can use to frame positioning in AI-linked equities and to monitor AI-themed crypto tokens as capital spending trends evolve.