Industrials and utilities lead the 2026 market as software faces pressure and AI capex-geddon risks drive sector rotation. Read why the bull market persists.

Hyperscalers—AMZN, GOOG, META, and MSFT—plan aggressive AI CAPEX increases for 2026, with budgets up 56% YoY. Click here to know more.

Microsoft reported strong operating cash flow, but much lower free cash flow due to a massive increase in AI-related capex ...

CapEx has a longer-term view while OpEx focuses on day-to-day business expenses Sean Ross is a strategic adviser at 1031x.com, Investopedia contributor, and the founder and manager of Free Lances Ltd.

Corporate spending plans are booming, with new investment in supply chains, sustainability and digitalization. Despite concerns that economic growth may slow as central banks tap the brakes to combat ...