According to @StockMKTNewz, Argentum AI forecasts the AI infrastructure market will expand roughly 8x from USD 60.23B to USD 499.33B by 2034, with an ongoing buildout, compounding spending, and demand continuing to outpace supply. Source: https://twitter.com/StockMKTNewz/status/1999140624600060116; https://x.com/Argentum_AI/status/1999094973028000115

According to @KobeissiLetter, combined CapEx for Amazon (AMZN), Meta (META), Alphabet (GOOGL), and Microsoft (MSFT) reached a record 112 billion dollars in Q3 2025. The group’s CapEx has doubled since Q1 2024 and tripled since Q2 2023, according to @KobeissiLetter. Amazon raised its 2025 CapEx forecast to 125 billion dollars and expects spending to increase further in 2026, according to @KobeissiLetter. Alphabet now projects full-year 2025 CapEx between 91 and 93 billion dollars, according to @KobeissiLetter. Meta guided CapEx of 70 to 72 billion dollars and expects notably larger spending in 2026, according to @KobeissiLetter. Microsoft sees CapEx growth accelerating in fiscal 2026 after a 45 percent increase last year, suggesting at least 94 billion dollars, according to @KobeissiLetter. The AI infrastructure race is intensifying, establishing a visible multi-year buildout path traders can track for momentum and liquidity cues, according to @KobeissiLetter.

According to @business, investor attention has shifted to Caterpillar (CAT) as an unexpected beneficiary of the AI buildout due to rising turbine demand. According to @business, the thesis links AI infrastructure expansion to stronger orders for Caterpillar’s power equipment, positioning the stock as a proxy for data center spending. According to @business, this narrative frames Caterpillar as an AI-exposed industrial, a factor traders may track for momentum and sector rotation signals. According to @business, the report focuses on AI-driven turbine demand and does not mention cryptocurrency markets.