Ives said that while higher AI infrastructure spending may weigh on margins in the near term, accelerating adoption of AI by ...
21hon MSN
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 ...
Stocktwits on MSN
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 ...
12h
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 ...
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