Tag: AI Capex
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Broadcom AI Revenue Tripled to $16.7 Billion. The Stock Fell Anyway.
Broadcom grew AI semiconductor revenue 221 per cent to $16.7 billion, printed a record $29.6 billion quarter and $13.7 billion of free cash flow, then fell around 5 per cent on a guidance figure seven tenths of one per cent light. Inside the grading curve the market now applies to the AI trade.
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Nvidia Q2 Earnings: The $96 Billion Quarter the Market Finally Bought
Nvidia grew revenue 106 per cent to $96.2 billion, guided $4 billion above consensus and tripled its AWS order book, then told investors margins are heading down before they head up. Inside the first Nvidia print in a year the market chose to buy.
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CoreWeave Q2 2026 Earnings: The $104 Billion Backlog and the $640 Million Interest Bill
CoreWeave doubled revenue to $2.58 billion and grew its backlog 246 per cent to $104 billion. It also paid $640 million in interest, which is what turned a profitable operation into a $626 million loss. Inside the quarter that priced the debt-funded AI model.
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Big Tech Earnings: The Week the Market Graded AI Capex Line by Line
Microsoft rose 9 per cent, Amazon 9 per cent, Meta fell 10 and Apple 7: the week the market started grading AI capex line by line. Inside the $720-745 billion ledger, the depreciation wave building beneath it, and the new rules of the AI trade.
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Alphabet’s $205 Billion Capex: The Quarter the AI Build-Out Turned Cash Flow Negative
Alphabet beat on revenue with Cloud up 82 per cent, raised 2026 capex to as much as $205 billion, and printed its first negative free cash flow quarter of the AI era. Inside the market’s new arithmetic on the build-out.
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The Semiconductor Bear Market: Three Weeks That Unwound a 105% Rally
The Philadelphia Semiconductor Index has fallen 20 per cent in three weeks against record earnings. Inside the flows, the leverage unwind, and what decides whether the AI trade’s first bear market stays a valuation event.
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SK Hynix’s Nasdaq Listing: A $26.5 Billion Record and the Korea Discount Test
SK Hynix raised $26.5 billion in the largest first-time US share sale by a foreign company, debuting 13% up. Why the order book, the Korea discount and the aftermarket now matter to the whole AI trade.
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TSMC Q2 2026 Earnings: The Bill for Proving the AI Build-Out Is Real
Khan Capitals | July 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. A Quarter That Beat Its Own Ceiling There is a particular kind of quarterly result that tells you less about the company reporting it than about the industry standing behind it. The TSMC…
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IBM’s Worst Day on Record: The 3.7% Miss That Cost $68 Billion
IBM missed revenue by 3.7 per cent and lost a quarter of its value, the worst day in its listed history. Operating earnings grew, margins expanded, and the mainframe is running at 130 per cent of its best ever programme. What the market actually repriced.
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The $35 Billion Test: The Largest Private Credit Deal on Record Starts Trading
The $35bn Apollo-Blackstone financing for Broadcom and Anthropic’s AI chips is set to begin trading. For the first time, the market will price AI infrastructure credit risk in the open.