Markets · 2h ago
AI infrastructure spending accelerates into 2026
Hyperscalers commit record capex as inference demand outpaces training workloads.
Daily analyst notes, sector coverage and macro signals for APEX investors.
Hyperscalers commit record capex as inference demand outpaces training workloads.
Broadcom, NVIDIA and TSMC lead a synchronized upcycle in advanced packaging demand.
Chair emphasizes labor-market resilience while services inflation trends lower.
Shell and BP outperform as OPEC+ extends voluntary production cuts.
Azure, GCP and AWS all cite AI workload contributions exceeding 20% of new bookings.
Watchmakers and leather-goods houses cite mixed regional performance heading into holiday.