capex

2 editions mention this tag.

NOV 1, 2026

From Anthropic's S-1 to Alphabet's bad Friday, the week's through-line was who pays for the compute, and how long investors will keep signing.

OCT 31, 2026

Alphabet's worst day ever, a junk-rating warning for Anthropic, and a credential breach at a cloud host all land in the same 48 hours.