Stock analysis posts tagged "capex" from Openbook.
Meta grew revenue 26% to a record $64.6bn and still fell 6.98%, as capex of $34.91bn pushed free cash flow negative for the first time since its 2012 IPO.
Anthropic has committed $11.6bn to Akamai over seven years. It costs $5.5bn of capex and a warrant over 5% of the equity — and AKAM closed up 3.2%.
Oracle closed the quarter with a 664bn dollar backlog against revenue guided to at least 90bn. The gap, and who is on the other side of it, is the story.