CY2026 capex could top $900 billion with additional rise in CY2027, Jonah Lupton notes

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CY2026 capex may top $900 billion

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Mikhail Vnuchkov

23.07.2026

CY2026 capex could top $900 billion with additional rise in CY2027, Jonah Lupton notes — CY2026 capex may top $900 billion

Jonah Lupton, investor and market commentator at Social Media / FinTwit, suggests that capital expenditures in calendar year 2026 could surpass $900 billion, with an additional 20–40% increase likely in calendar year 2027.

This projection highlights the potential for substantial growth in capex over the next two years.

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Lupton has previously highlighted concerns among IREN shareholders over recent stock performance and management. He has also pointed to strong revenue and earnings growth at Samsung during a period of share price weakness. His past commentary has often focused on major corporate trends and technical signals.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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