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 · 11 events · 2 negative · 2 mixed · 2 no estimate (counted in companies, so the parts add up)
Companies raising Capital expenditure
- GOOG — Capital Expenditure ProgramImportance 75 · Surprise 60Alphabet Inc. · News · 2026-08-17 · 4 eventsAlphabet expects to spend more than $200 billion in 2026 on data centers, servers, networking equipment, and chips. Reported capital expenditure guidance was raised to approximately $205 billion during the same quarter…
- GOOGL — Capital Expenditures and Free Cash FlowImportance 64 · Surprise 42Alphabet Inc. · News · 2026-08-15Alphabet could spend as much as $205 billion on capital expenditures during 2026, reflecting accelerated investment in artificial-intelligence infrastructure. The company was reported to have generated negative free…
- META — Capital Expenditures and AIImportance 58 · Surprise 42Meta Platforms, Inc. · News · 2026-08-17Meta’s $14 billion Texas AI data-center project is exposed to insurance risk, potentially affecting the economics and financing of the buildout. Third-party reporting says AI infrastructure spending is consuming cash…
- MSFT — AI CapEx and Azure OutlookImportance 56 · Surprise 42MICROSOFT CORP · News · 2026-08-17 · 3 eventsMicrosoft’s management is guiding for approximately 45% constant-currency Azure revenue growth in Q1 FY27, supported by continued AI demand. Capital expenditures are expected to exceed $50 billion in Q1 FY27, creating…
- HON — Free Cash Flow and CapexImportance 52 · Surprise 42HONEYWELL INTERNATIONAL INC · News · 2026-08-17Honeywell invested $650 million in capital expenditures. The company linked capital spending to innovation and supply-chain robustness. The reported capex amount exceeds the $292 million materiality threshold based on…
- PLD — Data Center Development PipelineImportance 34 · Surprise 42Prologis, Inc. · News · 2026-08-14Prologis reported significant growth in its data center franchise during the second quarter. The company emphasized an expanding power pipeline as strategically important for future data center development. Management…