2026 Hyperscaler AI Capex Tracker
Compare Microsoft, Alphabet, Amazon, and Meta's 2026 capital-spending guidance, accounting differences, and the signals investors should track each quarter.
Read the research →Research library
Evidence before opinion.
Free trackers and field guides built from filings, earnings reports, and primary sources. These resources live outside the member-issue feed so the archive stays focused.
How DXY Affects Stocks and Earnings
A stronger or weaker dollar can change revenue, margins, capital flows, and sector leadership. Learn how DXY reaches stock prices and company earnings.
Read the research →What Is HBM? AI Memory Explained
High-bandwidth memory keeps AI accelerators fed with data. Learn how HBM works, why supply is difficult, and which operating metrics matter for investors.
Read the research →Custom AI Chips vs GPUs: The Economics
GPUs offer flexibility, while custom AI accelerators can lower costs for stable workloads. Compare the economics, trade-offs, and operating signals in 2026.
Read the research →AI Data Center Power Demand in 2026
AI data centers are making electricity, grid access, cooling, and transformers constraints on compute growth. Learn how investors can analyze the bottleneck.
Read the research →AI Spent $132 Billion. Earnings Show Only Part of the Bill.
Microsoft, Alphabet, Amazon, and Meta invested $131.6 billion in first-quarter infrastructure proxies against $34.0 billion of depreciation. Here is why cash flow sees the AI build before earnings do.
Read the research →AI Capital Spending Is Becoming a Macro Variable
The AI buildout now reaches power markets, utility regulation, global trade and credit. Here is where the money goes first, where the bottlenecks sit, and what investors should track next.
Read the research →How to Research Stock Picks: A Practical Due-Diligence Checklist
A practical framework for researching a stock idea: read the filings, test the thesis, compare the price with expectations, and decide what would prove you wrong.
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