Positive leading indicator for $Microsoft(MSFT.US), $Meta Platforms(META.US) and $Amazon(AMZN.US) upcoming capex guides:
$Vertiv(VRT.US), which handles data center power and cooling, guided its September quarter 7% above Street expectations.Here's where things stand on 2025 capex guidance: $Alphabet - C(GOOG.US) 62% y/y guide suggests Amazon and Microsoft need to come up meaningfully. I'm expecting only a modest bump up to Meta's 78% growth given Zuckerberg is the most aggressive at investing in AI. It's going to be a fun next couple of days.Source: Gene Munster
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