CapEx

Alphabet signals $195B-$205B 2026 CapEx while expanding third-party capacity as a bridge (NASDAQ:GOOG)

Earnings Call Insights: Alphabet (GOOGL) Q2 2026

Management View

  • “Alphabet revenue grew 24% year-over-year” (CEO & Director Sundar Pichai). “We saw 17% revenue growth in Search and Other and YouTube ads grew 13%. Cloud revenue grew 82%… and Cloud backlog grew to $514 billion.”

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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

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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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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