4 Tech Companies Are Planning To Spend $700+ Billion On Capex This Year

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Alphabet, Amazon, Microsoft, and Meta plan to spend more than $700 billion on capex this year. So why did Nvidia tank?

Apple beats estimates on earnings and revenue

The number of people using Meta apps fell for the first time in seven years

Snack Shots

What Else We’re Snackin’

Friday

💰 $700 billion capex isn’t enough

Presented by 

Last night, the fate of the stock market for the next 90 days was determined in about 10 minutes

Presented by Global X ETFs

Give your equity exposure an Edge℠

Federal Reserve keeps policy rates unchanged with a whopping 4 dissents

The UAE’s OPEC exit will hit the group in the barrels

Snacks Shots

What else we're Snackin'

Off the charts

Thursday

Magnificents mixed: Capex fixed, market transfixed

Presented by

“Did 2025 end badly for OpenAI?” is the wrong question. Here are the 2 questions that do matter.

Presented by Versamet

A New Entrant To The Royalties Race?

The 6 biggest US airlines spent $1.2 billion more on fuel in Q1, and things are about to get worse 

Meta could be getting ready to post its highest revenue growth since 2021

Wednesday

🤔❓2 important questions for OpenAI

Marvell cancels order with POET, citing breach of confidentiality, and sends POET tanking

Presented by State Street Investment Management

​​Invest in the stability of America’s corporate giants

Apple is on its way to becoming the biggest smartphone seller in China

Altman: We do “weird” things so there will be “universal prosperity”

Tuesday

⛔ Poetry in (negative) motion

Intel’s blockbuster results charge chip trade

Presented by Nasdaq

Despite a challenging quarter, crypto markets showed signs of stabilization in March

Stories we’re obsessed with

Amazon wants to be your doctor and your pharmacy

This week

🍪 Chips ahoy!

There’s no margin for error in software

Position Your Portfolio For Gold’s New Paradigm

Avis’ announcement of Q1 earnings may portend an imminent share offering

2 truths and a lie from Tesla’s earnings call

🤏 No margin for error

Tesla Q1 earnings and revenue beat Wall Street’s estimates

Are you overlooking the middle? 

GE Vernova and Vertiv are giving us a glimpse into the future of the AI boom

4 charts that show the speculative boom is back on

Invest like you’re going places.

 What else we're Snackin'

🚘 Tesla delivers

Psychedelic biotechs inch toward commercialization with Trump’s blessing

Tap into modern technology exposure

Hedge funds are following retail traders into the Magnificent 7

What analysts want from Apple’s new CEO

🍄 Trump’s trip 🐸

Robotaxis are the new millennial lifestyle subsidy

The stock market makes just as much sense as it usually does right now

Netflix’s Reed Hastings is why everything is a subscription business today 

🛞 Autonomous wheels are deals

On Friday, markets loved that the Strait of Hormuz was opened for business. What a difference a weekend makes.

Space Technology: An Emerging Investment Opportunity

🛑 Record scratch