BDC on X
Meta’s committed AI capex risks exceeding financeable demand as capital costs rise, forcing a pivot from excess capacity.
Search
Find coverage by company
Every article we have published, filed by the company it is actually about.
1286 articles filed by company
BDC on X
Internet analysts once focused on Google Search, Meta advertising, Netflix subscribers and AWS growth. AI-era capex has made those earnings calls more complex.
BDC on X
@FrostByte123456 Yes. $GOOGL needs to feed TWO capex intensive businesses: 1. Search (Gemeni) and 2. Cloud. $AMZN needs to only feed one, which is AWS.
BDC on X
$SNAP will generate more FCF this year than $GOOGL and maybe more than the hyperscalers combined in the 2H ex MSFT! Just sayin...
BDC on X
Good point here re how OBBB flatters cash flow. $GOOGL https://t.co/MkSPZ5NNOZ
BDC on X
$STIM https://t.co/VyAQNzsKuH
BDC on X
@kermankohli GCP is baked into $GOOGL's price already. $META's cloud optionality is obviously not. You may prefer the known thing but its the unknown things that over much more asymmetry.
BDC on X
$mRna shots don't work either but it has a $25B market cap. https://t.co/vvreFW1UpQ
BDC on X
Alphabet faces a two-front AI capex burden, funding internal search competition and external cloud capacity without Meta’s excess-compute pivot.
BDC on X
@benbstwits Warren Buffett is 96 years old. He had every opportunity to buy $GOOGL over the last 20 years and didn't. The fact that he is showing up now is not the flex you think.
BDC on X
So is $GOOGL going to tap their ATM now? Or wait for it to go lower?
BDC on X
Alphabet beat its stated KPIs, but a 6% stock decline signals investor resistance to hyperscaler AI capex without quantified cash returns.
BDC on X
@LogicalThesis Market might sell $AMZN some here. But the distinction that should be made is that a massive amount of $GOOGL's capex is funding internal compute needs. The majority of AMZN's capex is for external.
BDC on X
Ok so $GOOGL says: -capex materially higher -Q3 cloud margins lower due to 3P capacity used at higher cost -search revs to slow on tougher comp -ambiguous word salad wrt to capex ROIC -ATM not used yet (maybe that's a mistake?) -No buyback in the Q
mavix on X
Leatt $LEAT Q2 '26 results: ▫️Revenues +1% *Consumer Direct +68% *Dealer Direct -2% *Distributor -6% ▫️EBIT -17.7% ▫️Net income -20% ▫️Cash of $19.5 million (+48%) ▫️Temporary supply chain timing challenges (now resolved) ▫️Consumer demand remains strong https://t.co/z8aStbpiKa
mavix on X
Kenneth Dart’s Candle Lake offers 695 SEK per Evolution share after triggering a mandatory takeover bid, with acceptances due August 17 through September 15.
Mike on X
Fuel Tech's new CEO, formerly of CECO, may target Fuel Tech's high SG&A costs and improve margins.
mavix on X
Shelly Group $SLYG H1 '26 results: ▫️Revenues +26.5% ▫️EBIT +45.6% ▫️EBIT margin of 26% (vs. 22.6%) ▫️Net result +51.4% ▫️OCF +260.6% ▫️FCF +354.3% ▫️Cash +133.1% ▫️DSO of 147 days (-21) ✅ Guidance confirmed https://t.co/do39CfwTEk
Mike on X
@kingtutcap I know $VELO well any others to look at? Maybe something involved in missile production?
Psyop Capital on X
Good numbers from Broadridge $BR. Stock was stupid cheap a few weeks ago, hit 14x trailing eps for a capital light monopoly
Mike on X
@BlackScholesMan 37% hours earned increase on Columbia program is bullish for $ESP
Mike on X
Fulcrum Therapeutics, $FULC, trades below net cash as Tang increases his stake and insiders with capital-return records hold large positions. Its shell value could draw reverse-merger interest.
Mike on X
$LRCX is $RELL biggest customer and has a record up day today, on the back of strong earnings from Richardson. https://t.co/Jowt0qmxXX
BDC on X
Sundar on ROIC: "It's very early" "still supply constrained" "multi year view" That should help everyone understand $googl
