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Ivana Delevska: Robust capex growth boosts tech giants

Ivana Delevska: Robust capex growth boosts tech giants
@IvanaSpear: Robust capex growth for tech

Ivana Delevska, an expert in corporate earnings analysis, emphasizes the importance of capital expenditures (capex) in the upcoming tech earnings reports.

She highlights keen investor interest in Azure, AWS, and Google's projected robust growth in capex spending. This signals strong market prospects for tech companies like Microsoft, Amazon, and Alphabet. Delevska also suggests that industry comments from NVIDIA's GTC event could shed light on supply and demand dynamics by 2026.

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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