Capex Cycle Crushing Equal-Weight: AI Boom Reshapes QQQ
A rapid AI-driven capex cycle is widening the performance split between cap-weighted and equal-weight NASDAQ funds, u...
capex cycle
Discover how capex cycle themes shape utilities, equities and budgets through three latest articles. Learn practical takeaways for portfolios and household finances.
3 articles
Global Economy Experiencing Largest Capex Wave Near $5T
Analysts say the global economy is entering the largest capex cycle on record, fueled by energy transition and surgin...
Grid Infrastructure Capex Cycle Gains Steam for Utilities
A durable capex cycle is forming around upgrading the power grid to handle AI, EV charging, and reshoring needs. Anal...