Monthly reportInvesting

Capex in Newsletters: September 2026

In September 2026, Capex came up in 9 newsletters across 9 issues, up from 4 newsletters in August. Most coverage came from Emerging Moats Research, Bay Area Times and The Intrinsic Value Newsletter. The busiest day was Sep 11, with 2 mentions.

Newsletters

+125% vs August

Issues

Mentions

#1032

of 2,810 topics this month

Daily mentions

Sep 1Sep 30

Headlines mentioning Capex

🎙️ Meta: The Highest Optionality of all Mag7

The Intrinsic Value Newsletter · Sep 27

Where Are Google and Apple?

Emerging Moats Research · Sep 26

Zuck's New Muse, Ai Chatbot Reportedly Almost Started US/China War, & The Fed: The Weekly Sift Stack Issue 42 - 9.21.2026

Sift Stack · Sep 23

How OpenAI, Anthropic, NVIDIA, Meta, Google, and others are betting on different profit pools.

Artificial Intelligence Made Simple · Sep 18

"Golden Age of Capital"

Exec Sum · Sep 11

Anthropic says it disrupted Claude misuse for cyberattacks, bioweapons research

Bay Area Times · Sep 11

The Next AI Trade Is Getting Cheaper

Lord Fed's Gazette · Sep 8

Zscaler Earnings Review

Stock Market Nerd · Sep 4

Has The Grand Game Just Changed? | Stephanie Pomboy

Adam Taggart's Thoughtful Money® · Sep 2

Newsletters covering Capex in Sep

Emerging Moats Research1 issue Bay Area Times1 issue The Intrinsic Value Newsletter1 issue Adam Taggart's Thoughtful Money®1 issue Exec Sum1 issue Sift Stack1 issue Artificial Intelligence Made Simple1 issue Stock Market Nerd1 issue Lord Fed's Gazette1 issue

Covered alongside Capex in Sep

Capex month by month

November 2026 · 8 October 2026 · 20September 2026August 2026 · 4July 2026 · 9June 2026 · 2May 2026 · 2

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