Market Pulse · Capital & Balance Sheet
Capital expenditure
Every S&P 500 company that raised Capital expenditure in its filings, earnings calls, press releases or news coverage over the last 7 days — grouped by the canonical driver, so the same subject lines up across companies whatever each called it.
6 companies · 12 events · 1 positive · 1 negative · 3 mixed · 1 no estimate (counted in companies, so the parts add up)
Companies raising Capital expenditure
- MU — Capital Expenditures and Free Cash FlowImportance 69 · Surprise 64MICRON TECHNOLOGY INC · 8-K · 2026-10-02 · 5 eventsMicron invested $10.774 billion in net capital expenditures during fiscal Q4 2026, compared with $7.084 billion in the prior quarter and $4.927 billion in the prior-year quarter. Fiscal 2026 net capital expenditures…
- TSLA — Capital Expenditure and FinancingImportance 64 · Surprise 42Tesla, Inc. · News · 2026-10-02 · 2 eventsTesla secured a $30 billion credit facility from major banks in late September 2026. Third-party analysis linked the facility to Tesla’s growing capital-expenditure requirements for AI and related initiatives, although…
- GOOG — AI Infrastructure Investment / CapEx ProgramImportance 64 · Surprise 42Alphabet Inc. · News · 2026-10-02Alphabet is described as committing hundreds of billions of dollars to AI infrastructure. The investment is reportedly contributing to negative free cash flow and the disappearance of share buybacks. The spending is…
- ORCL — Capital Expenditures and FundingImportance 64 · Surprise 42ORACLE CORP · News · 2026-10-01 · 2 eventsOracle spent $28.5 billion on capital expenditures in the latest quarter against $19.3 billion of revenue. The AI infrastructure build-out is being funded through debt, customer prepayments, and stock sales. The…
- META — Capital Expenditures and AIImportance 64 · Surprise 42Meta Platforms, Inc. · News · 2026-09-30Third-party reporting said Meta is spending more than $100 billion on artificial intelligence, while another report characterized the investment as exceeding $130 billion. The reported spending has materially increased…
- NEE — Development PipelineImportance 34 · Surprise 42NEXTERA ENERGY INC · News · 2026-10-02NextEra Energy outlined 20.5 GW of federal hub opportunities involving gas-generation and storage projects. The company said 16 GW of these opportunities are already secured with customers in Japan and Korea. The…