Registration
 
All news
Top Stories
Editors' Picks
Stocks
Crypto
Economics
Currencies
Commodities
Business & Wealth
Market Voices
Oksana Koneva
Oksana Koneva

Gordon Johnson: Questions whether a hyperscaler has cut capital expenditures

Gordon Johnson: Questions whether a hyperscaler has cut capital expenditures
Hyperscaler capex cut questioned

Gordon Johnson, CEO and analyst at GLJ Research, questioned whether a recent development constitutes a hyperscaler cutting its capital expenditures. Johnson raised this point on social media while referencing several notable market figures and tickers including NVDA, TSLA, SPCX, and MU.

Johnson previously highlighted Elon Musk’s reduction of his Tesla 2030 annual car forecast from 20 million to 5 million units in an earlier report. He also noted a Q3 shift by TSLA toward less profitable cars, with U.S. deliveries down and China deliveries up, as detailed in his coverage of Q3 deliveries. These observations add further context to Johnson’s recent comments on industry capital spending.

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.

Editor's Picks for You

Trump's crypto empire is in decline: Have investors lost faith?
  • By Olena Litvinenko
  • 14 hours ago
Trump's crypto empire is in decline: Have investors lost faith?
Editors' Picks
How to protect your wealth and make it grow
  • By Johnathan Maverick
  • 14 hours ago
How to protect your wealth and make it grow
Editors' Picks
Top 5 countries where the stock market is worth more than economy
  • By Oleg Tkachenko
  • 18 hours ago
Top 5 countries where the stock market is worth more than economy
Editors' Picks
All Editors' Top Picks

Latest Gordon Johnson News

CNBC guests predict S&P 500 gains and vast company valuations, Gordon Johnson notes
  • By Pavlo Kot
  • 03.11.2026
CNBC guests predict S&P 500 gains and vast company valuations, Gordon Johnson notes
Market Voices
#Gordon Johnson
Gordon Johnson: What interest rate would people require for a 10-year Anthropic bond
  • By Elena Nikulina
  • 30.10.2026
Gordon Johnson: What interest rate would people require for a 10-year Anthropic bond
Market Voices
#Gordon Johnson
Fed holds rates as Cook and Hammack dissent, Gordon Johnson notes
  • By Mikhail Vnuchkov
  • 28.10.2026
Fed holds rates as Cook and Hammack dissent, Gordon Johnson notes
Market Voices
#Gordon Johnson
All Gordon Johnson News
  • Olena Litvinenko
  • 14 hours ago
Trump's crypto empire is in decline: Have investors lost faith?
  • Johnathan Maverick
  • 14 hours ago
How to protect your wealth and make it grow
  • Oleg Tkachenko
  • 18 hours ago
Top 5 countries where the stock market is worth more than economy
  • Dmytro Kharkov
  • Yesterday
How China is turning AI credits into Singles’ Day’s newest staple
  • Elena Nikulina
  • Yesterday
Banks vs. crypto companies: Who better protects your money from hackers?
  • Mykhailo Ihnatenko
  • 38 min ago
Allocating capital across similar bets is scaled down by the formula, Tren Griffin notes
  • Yaroslav Dmytrenko
  • 48 min ago
Davinci Jeremie: Criticizes selective financial rescues and refers to Bitcoin
  • Igor Krasulya
  • 1 hour ago
Japan Nikkei drops 6.7 percent, KOSPI plunges 8.7 percent, Anas Alhajji reports
  • Mykhailo Ihnatenko
  • 1 hour ago
Pierre Rochard: Data centers questioned as less popular than bitcoin mining
  • Alena Volkova
  • 1 hour ago
Gold miners have rallied during major Nasdaq 100 declines, Otavio (Tavi) Costa notes
Top News
  • Pavlo Kot
  • 10 hours ago
Bitcoin plunges below $76,000 as daily liquidations top $1 billion
Bitcoin plunges below $76,000 as daily liquidations top $1 billion
  • Igor Krasulya
  • 10 hours ago
Apple returns to bond market with planned $7 billion debt sale
Apple returns to bond market with planned $7 billion debt sale
  • Ivan Andriyenko
  • 11 hours ago
Oil prices rise as Iran conflict risks remain unresolved
Oil prices rise as Iran conflict risks remain unresolved
  • Eugene Komchuk
  • 11 hours ago
Traders Union research: Traders avoid exotic currencies
Traders Union research: Traders avoid exotic currencies
  • Olga Shendetskaya
  • 13 hours ago
Bank of England raises interest rate to 4% amid rising energy prices
Bank of England raises interest rate to 4% amid rising energy prices
Live News
  • Eugene Komchuk
  • Now
Google could acquire a stake in TeraWulf's AI project
  • Anton Kharitonov
  • Now
EUR/USD faces renewed selling pressure as impact of U.S. elections fades
  • Mykhailo Ihnatenko
  • Now
Nvidia stock falls below $200 as AI infrastructure risks pressure sentiment
  • Eugene Komchuk
  • Now
South Korea wants to delay crypto tax until 2029
  • Andrey Mastykin
  • Now
UBS cuts jobs in London as Credit Suisse merger nears completion
Who We Are
Business Solutions
For Users
TU News
Popular Sections
Disclosures
CONTACT US
Legal
We are in Social Media
© IAFT Ltd., 2010-2026 All rights to the website are owned by IAFT Ltd.,
Registration number - HE 336186
  • Risk disclosure:

    Information on the TradersUnion.com website is for informational purposes only and does not constitute any motive or suggestion to visitors to invest money. Moreover, we hereby warn you that trading on the Forex and CFD markets is always a high risk. According to the statistics, 75-89% of customers lose the funds invested and only 11-25% of traders earn a profit. Trading in futures and options carries substantial risk of loss and is not suitable for every investor.

    That is why you should only invest money that you are prepared — or can afford — to lose at such high risks. Tradersunion.com does not provide any financial services, including investment or financial advisory services. Also, the Traders Union is not a broker and does not get money for trading in the Forex or CFD markets. Our website only provides information on brokers and the markets and helps its users to select the best brokerage company based on detailed information and objective analysis of brokers.

  • Disclaimer:

    Traders Union (TradersUnion.com) shall not be liable for the consequences of trading decisions made by the Client and for the possible loss of his capital resulting from the use of this website and information published on it.

    Forex market, CFD and cryptocurrency trading involves high risks and is not suitable for everyone. Before investing money, you need to adequately assess the level of your expertise and be aware of the risks, particularly in the context of trading with leverage. The information on this website is not intended for distribution or use by any person in any country or jurisdiction, where such distribution or use would be in violation of the local law or regulation. Any payments by Traders Union (TradersUnion.com) to the users of our website shall be legally interpreted solely as an incentive on our part for the activity on the website in the form of a deduction of a part of the advertising income; they shall not be a subject of any claims of our users or our obligations, a subject of disputes, as well as cannot be considered in relation to the services provided to users by brokers, both in fact and in their completeness and volume. The administration of the website shall not be liable for the content of user comments and reviews about the companies and shall not verify whether the authors of the reviews are indeed real clients of a specific company. All reviews, both negative and positive are published on the website without verification of their reliability; only offensive reviews that call for violence or any kind of discrimination and also reviews published from one group of IP addresses are moderated and removed. The authors of the materials shall be fully liable for the accuracy, completeness and impartiality of any information in the articles and reviews, including in the context of their use or mention of any brand names or trademarks. All mentions of the names of companies and their brands in any materials on the website shall be made in the context of communication of socially important information to the people about their activities by independent journalists, who are the authors. All evaluations and indicators on the website express the subjective opinion of the authors of the reviews (articles) and shall not be viewed as accurate statements and be a subject of disputes and claims against Traders Union.

  • Disclosure of advertisers and revenues:

    All the services on the Tradersunion.com website are free for you to use. Our team spends thousands of hours per annum researching brokers and gathering information about them to help investors all over the world to choose reliable companies and to avoid fraudsters.

    Indeed, the curating, sourcing, and organization of this process requires substantial financial investment by Tradersunion.com, which the website earns in the form of advertising payments. There are two types of advertising services on the website — direct advertising or partner (broker) participation programs. However, no services purchased by our partners shall affect the recommendations on our website, or our opinions, or ratings. Our ratings are based on our objective rating criteria and methodology; and the results are always equally and fairly applied to each broker. The work of our content authors and research groups does not involve any interaction with our advertisers and they do not have access to data concerning the amount of advertising purchased. For over 10 years we consider our independence, absolute openness, and objectivity as our main priority. Please follow the links to each of our affiliated broker’s websites. This will help Tradersunion.com to continue to provide our services to you for free.

onepercentfortheplanet.org https://gdpr.eu/ GDPR World Association of News Publishers