Everything tagged "capex" across the TickerSpark archives.
Lam Research posted record fiscal 2026 results and is benefiting from AI-led demand in memory, advanced packaging, and installed-base services. Valuation is not cheap, but the company’s process-critical tools and strong execution support a Buy view.
IREN is transitioning from Bitcoin mining to AI cloud services, with revenue surging but losses and capex still weighing on the story. The report rates the stock a Hold as contracted AI demand offsets major execution and financing risk.
The market is refusing to treat higher Treasury yields as an automatic vote for banks, instead rewarding industrial capex, materials demand, and utility load growth. That rotation matters heading into Jackson Hole because it suggests investors want durable earnings visibility, not just net-interest-income exposure.
TSMC is firing on all cylinders, with 36% revenue growth, 77% net income growth, and AI-related demand described as extremely robust. The main debate is whether its premium valuation and heavy capex are justified by the 2nm and A14 roadmap.
Sabesp’s R$20 billion 2026 investment plan is growing faster than the shareholder cash-flow case can absorb. The stock’s bargain valuation cannot offset weak earnings growth, leverage risk, and a universalization bill that is still moving higher.
FormFactor is benefiting from record revenue, stronger HBM demand, and rising exposure to AI infrastructure test complexity. The stock looks attractive on execution, but valuation already reflects much of the progress.
Amkor is shifting toward higher-value advanced packaging while posting record Q1 2026 revenue and strong AI data center demand. The stock looks like a selective Buy, but margin pressure from a heavy investment cycle keeps the setup balanced.
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