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Articles · Rebeauty Atlas

AI ECO

MA Mandeep Kaur Aujla

The Market Isn’t Punishing AI Spending. It’s Punishing Spending Without a Receipt.

Alphabet lifted its capital spending forecast and fell 6%. Amazon lifted its forecast by another $20 billion and rose 15%. The gap between…

Aug 02, 2026 · 11 min read · 0 claps #ai #ai-capex #investing

The Market Isn’t Punishing AI Spending. It’s Punishing Spending Without a Receipt.

ECO SPT

SA Salary Investor Reminder

2026 US Stock Market Outlook: 5 Key Variables for the Second Half

A lot of investors are asking whether the US market can keep climbing in the second half of 2026. Semiconductor and AI infrastructure names…

Jul 31, 2026 · 4 min read · 0 claps #midterms2026 #best-fed-rates #ai-capex

2026 US Stock Market Outlook: 5 Key Variables for the Second Half

ECO

UL Ultima Markets

Technology Sector Enters a Sell-Off Phase as AI Capital Expenditure Concerns Intensify

Ultima Markets Daily Market Insights — 28 July 2026

Jul 28, 2026 · 4 min read · 0 claps #ai-capex #nasdaq100 #nikkei-225

AI ECO

AN Andrii Kuzovchykov

The AI Selloff Was About the Capex Bill, Not the Bubble

On 22 July, Alphabet and Tesla both reported earnings, both beat, and both fell hard: Alphabet down about 6%, Tesla down about 12%. The…

Jul 27, 2026 · 7 min read · 6 claps #capex #ai #ai-capex

The AI Selloff Was About the Capex Bill, Not the Bubble

ECO GEN

SA Salary Investor Reminder

Alphabet Q2 2026 Earnings Beat, So Why Did the Stock Fall

Alphabet reported second quarter 2026 revenue of 119.8 billion dollars and net income of 112.1 billion dollars on July 22, numbers that…

Jul 24, 2026 · 5 min read · 0 claps #marketing-cloud-growth #ai-capex #q2earnings2026

Alphabet Q2 2026 Earnings Beat, So Why Did the Stock Fall

AI HUM

BE Benny

IT 기획자를 위한 AI CAPEX 적정성 검토 및 ROI 분석 프레임워크(AI CAPEX Rationalization and ROI Analysis Framework for…

“역사적 벤치마킹으로 본 CAPEX 적정성부터 CFO를 설득하는 ROI 지표까지: IT 기획자를 위한 AI 전략 프레임워크”(“From Historical Benchmarking to CFO-Convincing ROI Metrics: An AI…

Jul 23, 2026 · 17 min read · 0 claps paywalled #ai #ai-capex #roi

IT 기획자를 위한 AI CAPEX 적정성 검토 및 ROI 분석 프레임워크(AI CAPEX Rationalization and ROI Analysis Framework for…

ECO GEN

UL Ultima Markets

Technology Earnings and AI Capital Expenditure Take Centre Stage

Ultima Markets Daily Market Insights — 22 July 2026

Jul 22, 2026 · 4 min read · 0 claps #ai-capex #nasdaq100 #gold

AI ECO

PO Po-Sung (Sinclair) Huang

The AI Capex Money Map v0.2 — America Spends. Who Actually Keeps the Margin?

From $650B to HBM, CoWoS and power — mapping who gets paid, who keeps margin, and when the bottlenecks move.

Jul 03, 2026 · 13 min read · 0 claps #ai #semiconductors #ai-capex

The AI Capex Money Map v0.2 — America Spends. Who Actually Keeps the Margin?

AI ECO

WA watcher's kid

Разрыв 10 к 1: На чем держится весь ИИ-бум

Первый материал серии про экономику ИИ-бума: раздута ли она, можно ли называть это пузырём — и если да, то по какому именно механизму он…

Jul 01, 2026 · 6 min read · 3 claps #capex #ai-capex #ai

Разрыв 10 к 1: На чем держится весь ИИ-бум

AI ECO

DE Devanshi Patel Yeramala

Who Pays the Bill for the AI CapEx Boom?

The hidden structural shifts, the consumer tech tax, and a strategic survival guide for professionals.

Jun 24, 2026 · 5 min read · 0 claps #artificial-intelligence #macroeconomics #career-strategies

Who Pays the Bill for the AI CapEx Boom?

HUM AI LIF

JA Jay Parmar

Building Fairer AI for Capital Prioritization

1. Problem Domain and Motivation

May 09, 2026 · 7 min read · 0 claps #ai-capex #capex #trustworthy-ai

Building Fairer AI for Capital Prioritization

AI ECO

CH Chandan Kumar

Neo-Cloud Primer — Part 2 — The Business Model

Neo Cloud — The CapEx

Feb 06, 2026 · 5 min read · 0 claps #neocloud #ai #large-language-models