-
Follow the CAPEX: Q1 2026 Scoreboard
All four hyperCAPEX companies reporting the same day makes for a big day in the world’s biggest game! Our four hyperCAPEX companies spent over $133 billion on CAPEX in Q1, collectively up 4% from Q4 and up 72% from a year ago. 2025 Actual CAPEX 2026 Guidance CAPEX (Jan ’26) 2026 Guidance CAPEX (Apr ’26)…
-
Platformonomics TGIF #120: March 13, 2026
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email No newsletter next week. Try to amuse yourselves. News Oracle “Beats”: Q3 FY26 Oracle “beat” the number this quarter and Wall Street sent the stock upwards almost…
-
Follow the CAPEX 2025 Retrospective
Tl;dr CAPEX Go Up! Up Up Up! Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024 plus earlier/other CAPEX musings. This is my tenth annual CAPEX (capital expenditures) retrospective. The fascination began earlier, as an asset-oblivious software guy confronting an alien lifeform of spending on physical property, plant and equipment. CAPEX separated the…