---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000453975.md"
description: "More capex is a good thing for both the companies that are spending more and the broader AI trade.  Market disagrees with me. $Amazon(AMZN.US) capex growth in 2026 projected to be 54%. Whisper was it was going to 40% up from 18% in-print. Here’s where we stand if they hit the high end of the capex guide this year. GOOG up 108%- Previous 30%META up 80% - Previous 54%AMZN up 54% - Previous 18%MSFT up 35% - Previous 30%My takeaway. With AMZN down 7%, the market is largely missing the point.Source: Gene Munster"
datetime: "2026-02-05T21:27:18.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000453975.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000453975.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000453975.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# More capex is a good thing for both the companies …


### Related Stocks

- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**