NVDA AVGO TSM MU AMD in semis...infrastruture/systems like DELL HPE cooling/power VRT ETN and opticals CIEN AAOI LITE COHR...CRWV NBIS WULF
NVDA AVGO TSM MU AMD in semis...infrastruture/systems like DELL HPE cooling/power VRT ETN and opticals CIEN AAOI LITE COHR...CRWV NBIS WULF CIFR CLSK RIOT HUT IREN in data center...all names to watch tonight with CAPEX headlines from GOOGL expected. --Note hyperscalers have already provided strong forward guidance for the full year (calendar 2026), committing to roughly $700–725B combined CAPEX across the four majors (up ~77% from ~$410B in 2025). Some estimates including Oracle push toward $750B+. AMZN: ~$200B GOOGL: $175–190B (raised multiple times) MSFT: ~$190B META: $125–145B (raised in Q1 earnings) as much of this is explicitly tied to AI (compute, custom chips like TPUs/Trainium/Maia, power, etc.),
NVDA AVGO TSM MU AMD in semis...infrastruture/systems like DELL HPE cooling/power VRT ETN and opticals CIEN AAOI LITE COHR...CRWV NBIS WULF CIFR CLSK RIOT HUT IREN in data center...all names to watch tonight with CAPEX headlines from GOOGL expected. --Note hyperscalers have already provided strong forward guidance for the full year (calendar 2026), committing to roughly $700–725B combined CAPEX across the four majors (up ~77% from ~$410B in 2025).
Some estimates including Oracle push toward $750B+.
AMZN: ~$200B GOOGL: $175–190B (raised multiple times) MSFT: ~$190B META: $125–145B (raised in Q1 earnings) as much of this is explicitly tied to AI (compute, custom chips like TPUs/Trainium/Maia, power, etc.),