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Browsing: capex
This article was written byFollowAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or…
This article was written byFollowWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to…
This article was written byFollowSmall deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a…
sankai/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Two of Seeking Alpha’s top tech analysts, Amrita Roy and Uttam…
This article was written byFollowBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or…
Indian markets are witnessing notable developments across banking, capital goods, and infrastructure segments, according to Dipan Mehta, Director, Elixir Equities.PSU Banks Gain Ground“Plenty happening within Indian…
This Analyst Has Finally Had Enough of AI CapEx at Microsoft. Should You Be Done with MSFT Stock Too?
Shares in Microsoft (MSFT) fell after a downgrade by Stifel, who reduced its rating to a “Hold” and reduced its price target to $392 from a…
New Delhi: The government will continue to prioritise infrastructure creation through higher capital expenditure even as it operates with tight fiscal headroom and navigates persistent global…
Budget 2026: States seek higher capex aid, GST loss compensation in pre-Budget talks with Sitharaman
New Delhi: States sought greater special assistance for capital investments, and enhanced support to compensate for revenue loss due to the recent goods and services tax…
This article was written byFollowI’m specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I’m a senior analyst at a multi-strategy hedge fund…
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