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AI capex in Newsletters: October 2026

So far in October 2026, AI capex came up in 11 newsletters across 12 issues, up from 7 newsletters in September. Most coverage came from Capital Flows, The Breakdown and Campbell Ramble. The busiest day was Oct 9, with 2 mentions.

11
Newsletters
+57% vs September
12
Issues
12
Mentions
#577
of 2,366 topics this month

Daily mentions

Oct 1Oct 23

Headlines mentioning AI capex

Macro Trades: Rates, Energy, and AI Capex Rotations
Capital Flows · Oct 9
Musk's Merger Countdown Begins
Exec Sum · Oct 22
Meta Q3 revenue +26% YoY to $64.6B, vs. $63.3B est., net income +264%
Bay Area Times · Oct 22
2 chipmakers drive about a third of S&P 500 earnings growth
Strategy Breakdowns · Oct 20
THE TRUE MEANING OF COREWEAVE
Capital Flows and Asset Markets · Oct 19
Borrowed Time: How Rising Rates Reach the AI Build-Out
AI Supremacy · Oct 12
🟪 Friday charts
The Breakdown · Oct 9
TMTB EOD Wrap: The Great Gross-to-Net Panic of 2026
TMT Breakout · Oct 8
The Real (Yield) Singularity
Campbell Ramble · Oct 6
The Art of Doing Financial Engineering
Net Interest · Oct 3

Newsletters covering AI capex in Oct

Capital Flows2 issuesThe Breakdown1 issueCampbell Ramble1 issueNet Interest1 issueExec Sum1 issueCapital Flows and Asset Markets1 issueThe Idea Farm1 issueAI Supremacy 1 issueStrategy Breakdowns1 issueBay Area Times1 issueTMT Breakout1 issue

Covered alongside AI capex in Oct

AI bubble
3 shared issues
S&p 500
2 shared issues
Data centers
2 shared issues
Hyperscalers
2 shared issues
Nvidia
2 shared issues
OpenAI
2 shared issues
AI trade
2 shared issues
Neoclouds
2 shared issues
AI Infrastructure
2 shared issues
Semiconductors
2 shared issues
Morgan Stanley
2 shared issues
Inflation
2 shared issues

AI capex month by month

October 2026September 2026 · 7August 2026 · 7July 2026 · 10June 2026 · 3May 2026 · 4February 2026 · 1January 2026 · 1

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AI capex trend overview ·Top topics in October 2026 ·Top topics in September ·Trending now