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#survey - From March to April, the number of CEOs expecting reductions in revenue, #profitability, #capex and headcount jumped by double digits, chart @JPMorganAM

4 Bloomberg: A slowdown in #cloudcomputing or #capex would scream #economic caution and speak to #recession fears in #corporateAmerica,” said Joe Tigay, portfolio manager of the Rational Equity Armor Fund. #markets

Chart from #TorstenSlok, chief #economist at Apollo Global Management showing a sharp in #US #corporate #capex #spending plans.

A chart indicating that various indicators show a sharp slump in capital expenditure spending from corporations in the United States.

Sometimes I can make an expensive hardware purchase quickly

I won’t say that I always research potential purchases to an obsessive degree, because first I’d have to fact-check that statement by researching my Web history to an obsessive degree. But I can say with reasonable certainty that I usually don’t buy anything with a four-figure price without first reading more than one review of the device in question.

Except when I don’t, which this week started with my plucking a jar of leftover bacon fat (what, you don’t have one?) out of the fridge and realizing it was not quite its usual cold self.

I grabbed our ThermoWorks remote infrared thermometer (what, you don’t have one?) and realized that our barely 10-year-old Samsung had developed a series of microclimates–warmer at the top, normally-cold temps at the bottom–that should not exist in a functioning refrigerator.

The French-door model we’d bought at the end of 2014 after extensive reading of Wirecutter and Consumer Reports review had already been aging badly, like those of other Samsung purchasers. The front-door icemaker had stopped working a couple of years ago even as the fridge had started growing icebergs at the bottom and back of its refrigerator compartment.

Instead of paying for yet another repair that would push off this decision, one longer-term risk and one short-term factor pushed me to pick a replacement.

First, Trump’s tariff schemes already look to be making a lot of household appliances more expensive. I suppose they might miraculously inspire trade deals that leave imports cheaper–but after all the opening economic chaos of this administration, why would I want to take avoidable financial chances on the tumbling Trump dice?

Second, Bosch held a sale. I’d already been thinking of that company as a possibility after months of satisfactory experience with the Bosch dishwasher and induction range we got as part of last year’s overdue kitchen renovation, and a hands-on inspection of that German firm’s latest hardware at CES 2025 gave me a little more confidence.

And that steered my choice of which fridge to get, even with inexact advice from reviewers.

Consumer Reports’ guidance was a little behind, while Wirecutter’s advice focused on fridges without in-door icemakers. And neither had reviewed the Bosch model I had in mind. But CR’s owner-satisfaction metrics revealed long-term confidence in Bosch’s work that was not matched in reader assessments of LG and Whirlpool, two other brands I’d considered.

So I went ahead with the purchase–after first chiseling away at our costs by buying some AARP-discounted Best Buy gift cards–and now I can look forward to the results being delivered and set up next weekend. I hope that they live up to my expectations, at least enough to make me not regret this post in a year or five or 10.

I also hope that our car can hold out until 2026, because after also having our house’s roof replaced, we’ve spent quite enough on household capital expenditures this year.

#applianceReviews #appliances #Bosch #capex #capitalExpenditures #ces #fridge #LG #refrigerator #Samsung #TrumpTariffs #TrumpUncertainty #Whirlpool

A Thermoworks infrared thermometer shows a reading of 44 degrees at the back of a Samsung fridge.

The #capex tracker increased by 13pts b/w President Trump’s election and inauguration but has since declined and now stands at a level
slightly below the average since 2022, chart @GoldmanSachs

292: VS Code Friend or Foe… Azure Data Studio Murdered It’s a Brave New World when it comes to CapEx (Get it? Cap? Brave New World? You’re welcome.) It’s earnings time - and there’s some marvel-ous costs being dumped into capital expenditures. Want to hear the news and corresponding sound effects? Episode 292 of The Cloud Pod, available now! #capex #earnings #thecloudpod https://www.thecloudpod.net/?p=21004

Amazon plans to boost its 2025 capex to $100B, driven by AI advancements, up from ~$83B in 2024. Andy Jassy calls it a ‘once-in-a-lifetime’ opportunity. 🚀 #Amazon #AI #TechInvestment #Capex #FutureOfTech #Innovation #AndyJassy #BusinessNews #TechTrends #2025

Sources: ByteDance plans to spend $20.6B+ in 2025 capex, with ~50% on AI infrastructure outside China. A massive bet on global AI expansion. #ByteDance #AI #TechNews #ArtificialIntelligence #Innovation #GlobalExpansion #FutureTech #Capex

Analysis: The top 10 chip companies slash their FY 2024 capex by $9.5B, citing weakened demand for smartphones and EVs. 💡🔻 #ChipIndustry #TechNews #Smartphones #EVs #Semiconductors #Capex #MarketTrends #TechInvesting #Fiscal2024

The true drivers of #productivity growth will only become clearer with time. While it may be too soon to credit #AI, the timing is fortuitous as #capex and innovation underway suggest potential for further acceleration, chart @JPMorganAM

#ArtificialIntelligence #AI - The #hyperscalers are accelerating #capex to upwards of $200bn this year and 2025 is set to be another year of significant investment.
chart @JPMorganAM

Raízen vende R$ 381 mi e desconto dívida após prejuízo

#ANP #Capex #Ebitda #Etanol #Shell

#bigtech is currently focusing on #CapEx to advance their #AI capabilities https://www.cnbc.com/2024/11/01/google-employees-pressure-execs-at-all-hands-for-clarity-on-cost-cuts.html

Gerdau projeta que seus investimentos em Capex Estratégico somem R$ 9,2 bi

#Capex #Gerdau

Capital Expenditures (CapEx) Explained: A Comprehensive Guide

https://zurl.co/bZGd

#CapEx #FinanceGuide #CareerSwami

I’ve been thinking a lot about how the accelerating CapEx in tech will play out for $NVDA and its data center clients. https://open.substack.com/pub/basehitinvesting/p/big-tech-capex-and-earnings-quality #stocks #capex

Business Word (s) of the Day - CAPEX & OPEX are financial acronyms for equipment, materials, property, buildings, training, etc. paid for by the business one time or ongoing in order to support it. #capex #opex #business #operations #finance #capital #costs

#IRA and #CHIPS Act have stimulated close to one-half trillion USD in announced investments in #semiconductor and #CleanTech #manufacturing facilities. #fiscal policy has supported manufacturing #capex despite #Fed rate hikes, chart @JPMorganAM

The GNESTE Database covers seven technologies: #coal, #gas, #hydro, #nuclear, #solar #PV, #wind, and #battery #energystorage (together >92% of global generation).

And it covers the key financial metrics: #capex, #opex, #wacc, #lifetime, build time, fuel price, plus #efficiency.

#Capex

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