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Capex spending rises while semis lag in recognition, Amit Kukreja notes

Capex spending rises while semis lag in recognition, Amit Kukreja notes
Tech capex rises, semis lack earlier reward

Big tech companies are increasing their capital expenditure, but the semiconductor sector is not being rewarded as it was earlier in the year. Amit Kukreja noted that big tech firms are resorting to both dilution and taking on debt to fund this higher capex.

Earlier, Amit Kukreja flagged dilution as a key challenge affecting Ondas stock, despite growing interest in the $1.5 trillion U.S. defense budget here. In a separate report, Brad Gerstner confirmed the full sale of CoreWeave shares, reallocating funds into META and TSLA here. These developments provide further context for ongoing funding and allocation shifts in technology and related sectors.

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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