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CapEx spend

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 10, 2026 by M.G. Siegler · across every show →

Everything said about CapEx spend, oldest first

Aug 10, 2026 neutral
Assertion Supported
Siegler: Apple's CapEx spending is down year-on-year relative to peers
“Apple is still going down relative, like they're down year on year in CapEx spend relative to their peer group.”
M.G. Siegler Aug 10, 2026 ▶ 14:10 Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
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