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Applied Materials Q1 FY2026 Earnings Report: Linking to Hyperscaler AI Spending Surge

Capex Signal · 14 Feb 2026

Alphabet’s Massive $175–185B 2026 Capex Guidance: A Clear Signal of Accelerating AI Infrastructure Demand – Exceeding Industry Forecasts

Capex Signal · 6 Feb 2026

Palantir earnings: implications for AI Capex and the supply chain

Capex Signal · 4 Feb 2026

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