Dan Ives Says AI Capex Boom Continues 'Full Steam Ahead' After TSLA, GOOGL Earnings — Gene Munster Notes Tech Industry Still In '3rd Inning'

Ives said that while higher AI infrastructure spending may weigh on margins in the near term, accelerating adoption of AI by ...

A veteran investor says this is the most important AI capex number that markets should watch

Capex is the main event for tech investors heading into major earnings reports. Gene Munster says the 2027 outlook is ...
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TSLA stock in focus: Margins, robotaxis, capex — what Gene Munster is watching ahead of Tesla earnings call

Munster anticipates the company will guide to a capex figure above $25 billion for the full year. ・On the Cybercab robotaxi vehicle, Munster expects Elon Musk to shift the production ramp target from ...

Tesla could 'eventually drop a bomb on Waymo,' Gene Munster says, after AI chief signals statewide robotaxi launches

Deepwater Asset Management’s Gene Munster suggested Tesla Inc. TSLA could ultimately pose a major competitive threat to ...

TSLA Stock Extends Tumble Overnight: Munster Sees Capex Blowing Past Street Estimates Next Year Too

Capex surged to $5.79 billion, pushing free cash flow to negative $1.09 billion. Fiscal AI projects 2026 Capex of $25 billion ...