![“The size of Microsoft’s moat allows it to connect those [AI] models much more efficiently and CapEx will continue to drive the narrative that has revenue to back it up”](https://aptuscapitaladvisors.com/wp-content/uploads/2026/04/Schwab-Network-logo.png){kind=logo}
“It’s just not the greatest story to increase the bottom end of your capex, basically increasing the midpoint, and not showing much positive guidance on revenue expectations”
Why Meta’s stock is taking a beating after earnings
“Alphabet (GOOGL) is emerging as an AI leader through stronger cloud growth, despite recent stock weakness brought by investor fears of ramping CapEx”
Navigating AI’s Next Wave After GOOGL & TSLA Raise CapEx