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UNBELIEVABLE: Capex - Caught on Camera

Hindustan Unilever shares in focus as Capital Markets Day outlines growth levers; what are Goldman Sachs and Nomura saying?

Hindustan Unilever’s Capital Markets Day outlined a strategy focused on consumption-led growth, premiumisation, market-making and new growth spaces. Goldman Sachs, Nuvama and Nomura retained Buy ratings, with target prices ranging from Rs 2,450 to Rs 2,820. HUL has raised medium-term margin guidance to 22-24%, while higher capex and underpenetrated categories…

The Economic Times

Intel’s Capex Plans Offer a Quiet Positive for the Foundry Business. The Real Test Is Still Execution.

Intel said 2026 capital expenditures will rise above $20 billion, with 2027 spending expected to be even higher, as the company invests to address tight capacity and AI-driven demand in its foundry business.

Barchart

MarketBeat Week in Review – 07/20- 07/24

Stocks fell as investors weighed AI CapEx concerns, Oracle's credit downgrade, Netflix and Tesla earnings, and upcoming Fed and Magnificent 7 reports, plus stock picks across sectors.

MarketBeat

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Microsoft Earnings Are Coming—But Azure and CapEx Will Decide the Reaction

Microsoft reports fiscal Q4 2026 earnings July 29, with a beat expected, but investors will focus on FY2027 CapEx guidance and Azure growth as key signals for its AI spending trajectory.

MarketBeat

Alphabet’s AI Spending Question Looms Over Q2 Earnings

Alphabet reports Q2 2026 earnings July 22, with analysts eyeing Google Cloud growth, a $462 billion backlog, Search resilience, and rising CapEx guidance as key catalysts.

MarketBeat

Daniel Newman Says Meta Isn't Replacing Nvidia or AMD With In-House AI Chips: 'It is Augmenting…'

On Thursday, a top tech analyst said Meta Platforms, Inc.’s (NASDAQ:META) massive AI infrastructure investment underscores its long-term ambitions, arguing the company’s custom chip strategy is designed to expand computing capacity alongside Nvidia Corp (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) —not replace them.

Benzinga

Amazon Could Be About to Reap the Rewards of a Software Spending Boom

A Jefferies survey of 40 IT executives found 95% plan to increase cloud budgets in 2026, with AWS named a key beneficiary, countering bearish sentiment around Amazon's CapEx spending.

MarketBeat

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Big Tech approaches ‘red flag’ moment: AI capex is so great hyperscalers could go cash flow negative, Evercore warns

“Capex too hot right now,” Bank of America tells clients.

Fortune

Nvidia Hits $5 Trillion: Is This The Next Dot-Com Bubble Or AI Gold Rush? The 56x Return Investor Speaks

As chipmaker NVIDIA Corp. (NASDAQ:NVDA) surges past $5 trillion in market capitalization, several prominent analysts have reacted to the stock’s unrelenting rally, amid growing concerns regarding its sustainability and speculations of an AI bubble.

Benzinga

Broadcom Stock Gets a Lift on Hyperscaler Earnings & CapEx Boost

Broadcom just got big news from several Magnificent Seven stocks. This includes key customers for Broadcom's AI chips. One is looking to spend even more on AI.

MarketBeat

Micron: U.S. Fabs Will Start Operating in 2026 - 2029

When Micron announced plans to build two new fabs in the U.S. in 2022, the company vaguely said both would come online by the decade's end. Then, in 2023, it began to optimize its spending, which pushed production at these fabrication facilities. This week, the company outlined more precise timeframes…

AnandTech

NAB Show: Synamedia Launches MEG.mini

Synamedia's new edge gateway accelerates the transition from satellite to IP

TV Tech

Six lakh sachets given to Supplyco centres across the State to be included in Onam kits

Factories run by Kerala State Cashew Development Corporation and Kerala State Cashew Workers Apex Industrial Cooperative Society dispatched the consignment to be included last-minute in Onam kits

The Hindu

"Bandwagon" F1 teams prompted collapse of Williams capex push, says Wolff

Williams team boss James Vowles has been seeking greater capital expenditure freedom for his squad, after discovering that its facilities are well down compared to many rivals.

Motorsport

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Autosport

“Bandwagon” F1 teams prompted collapse of Williams capex push, says Wolff

Williams team boss James Vowles has been seeking greater capital expenditure freedom for his squad, after discovering that its facilities are well down compared to many rivals.

The Hindu

Imports, uncertainty over Onam kit cast a shadow over cashew sector

A steady inflow of imports and the uncertainty over government’s Onam kit distribution plans are keeping the cashew sector on tenterhooks

The Hindu

Capex outlet inaugurated at NS Co-operative Hospital

Cashew industry should give more attention to marketing to increase the sales of the product, Finance Minister K.N .Balagopal has said while inaugurating a Capex sales outlet at NS Co-operative Hospital.

The Hindu

KSCDC to seek GI tag for Kerala cashew

KSCDC and Capex register record sales in September with various outlets selling products worth ₹20 crore

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The New Daily

Market wrap: Australian house prices to fall further as earnings season enters home stretch

Woodside, Link Administration and St Barbara will report their June-half earnings this week. Meanwhile, house prices are set for further falls.

The Hindu

Provisions to be given away at fair rates during Onam: Minister

Move to protect PSUs by including cashew, ghee and cardamom in Onam kit

The Hindu

Govt. has schemes for cashew sector, says Minister

It has already made interventions including financial assistance

Benzinga

Atlantic Equities Upgrades McDonald's For Proving Its Resilience Amid Economic Weakness

Atlantic Equities analyst Edward Lewis upgraded McDonald's Corp (NYSE:MCD) from Neutral to Overweight and raised the price target from $245 to $278. Lewis noted that the quick-service restaurant proves resilient during periods of economic weakness. He saw MCD delivering resilient system growth as, with the renovation of the US store base now essentially complete, the…

The Hindu

KSCDC factories to reopen after four months

KOLLAM

The Hindu

Master plan soon for improving efficiency of cashew factories

To prepare a report within 30 days in consultation with industrialists, TU leaders, workers and experts

Benzinga

Here's How KeyBanc Views Meta, Snap

KeyBanc analyst Justin Patterson lowered the price target on Meta Platforms Inc (NASDAQ:FB) to $280 from $420 (16% upside) and kept an Overweight rating on the shares following quarterly results. The analyst notes measurement headwinds are clearly more significant than envisioned, and estimates reset materially. The positive is that Meta has historically managed these transitions before…

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