CapEx

Micron signals HBM TAM crossing $100B in 2027 as it lifts FY26 CapEx to around $27B (NASDAQ:MU)

Earnings Call Insights: Micron Technology (MU) Q3 fiscal 2026

Management View

  • Mark Murphy (Executive VP & CFO) tied capital returns to cash durability, saying: “We’re really pleased with the financial trajectory of the business… we are delivering record cash flow numbers.” He added that after maintaining “appropriate excess

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FedEx outlines CY 2026 adjusted EPS of $16.90-$18.10 as it targets $3.9B CapEx and up to $1B in buybacks (NYSE:FDX)

Earnings Call Insights: FedEx (FDX) Q4 2026

Management View

  • “Thank you, Jeni, and a heartfelt thank you to Team FedEx for a very strong finish to FY ’26, a year of tremendous value creation,” said CEO Rajesh Subramaniam, highlighting that Network 2.0, Tricolor and Europe initiatives drove

Seeking Alpha’s Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

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Costco outlines 30-plus net new openings per year as it targets $6.5B fiscal 2026 CapEx (NASDAQ:COST)

Earnings Call Insights: Costco Wholesale Corporation (COST) Q3 2026

Management view

  • Ron Vachris said Costco’s value message is resonating “against the backdrop of ongoing macro uncertainty,” highlighting fuel as the standout: “The result was record-breaking volumes, all 3 4-week fiscal periods of the quarter

Seeking Alpha’s Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

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Tesla signals over $25B 2025-2026 CapEx as it targets Optimus production by late July/August and Robotaxi in a dozen states by year-end (NASDAQ:TSLA)

Earnings Call Insights: Tesla (TSLA) Q1 2026

Management view

  • Tesla framed 2026 as an investment-heavy year, with CEO Elon Musk saying, “We’re going to be substantially increasing our investments in the future so you should expect to see significant — a very significant increase

Seeking Alpha’s Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

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