Home › Capital Markets › ReportCapital Markets · ReportMicrosoft/Amazon Dominate Earnings Week as Quarterly CapEx Both Hit Record HighsTrade pressSlicast · August 5, 2026 at 21:01 UTC · Global · Source: The Motley Foolimportance 91Read the originalShareCompanies in this storyMicrosoft / AzureCapex history →AWS / AmazonCapex history →Related reportsCapital MarketsPiper Sandler initiates CoreWeave (Overweight/$151)/Nebius (Neutral/$224) dual coverage, sector surges2026-08-06Capital MarketsCelestica announced a $3 billion equity offering to accelerate growth in AI infrastructure supply.2026-08-06Capital MarketsAalo nuclear reactor reaches criticality on July 4; Crusoe's nuclear-powered AI factory demonstration set for 20272026-08-06Capital MarketsCelestica Announces $3 Billion Equity Offering to Accelerate Growth Across Global AI Infrastructure2026-08-08Capital MarketsSK Telecom's AI datacenter business posted 92.5% revenue growth, signaling strong demand from enterprise and hyperscaler customers.2026-08-06