{"id":6218,"date":"2026-08-01T13:39:14","date_gmt":"2026-08-01T17:39:14","guid":{"rendered":"https:\/\/glenview-insights.com\/blog\/?p=6218"},"modified":"2026-08-01T13:40:23","modified_gmt":"2026-08-01T17:40:23","slug":"big-tech-faces-capex-vigilantes-as-earnings-surge","status":"publish","type":"post","link":"https:\/\/glenview-insights.com\/blog\/big-tech-faces-capex-vigilantes-as-earnings-surge\/","title":{"rendered":"Big Tech Faces Capex Vigilantes As Earnings Surge"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/glenview-insights.com\/blog\/wp-content\/uploads\/Ai-capex-vigilantes-image-07312026-1024x683.jpg\" alt=\"\" class=\"wp-image-6219\" srcset=\"https:\/\/glenview-insights.com\/blog\/wp-content\/uploads\/Ai-capex-vigilantes-image-07312026-1024x683.jpg 1024w, https:\/\/glenview-insights.com\/blog\/wp-content\/uploads\/Ai-capex-vigilantes-image-07312026-300x200.jpg 300w, https:\/\/glenview-insights.com\/blog\/wp-content\/uploads\/Ai-capex-vigilantes-image-07312026-768x512.jpg 768w, https:\/\/glenview-insights.com\/blog\/wp-content\/uploads\/Ai-capex-vigilantes-image-07312026.jpg 1536w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Big Tech earnings surge as investors scrutinize AI capex, free cash flow, and whether the capex vigilantes are right to worry.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.forbes.com\/sites\/bill_stone\/2026\/08\/01\/big-tech-faces-capex-vigilantes-as-earnings-surge\"><strong>https:\/\/www.forbes.com\/sites\/bill_stone\/2026\/08\/01\/big-tech-faces-capex-vigilantes-as-earnings-surge<\/strong><\/a><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Big Tech earnings surge as investors scrutinize AI capex, free cash flow, and whether the capex vigilantes are right to worry. https:\/\/www.forbes.com\/sites\/bill_stone\/2026\/08\/01\/big-tech-faces-capex-vigilantes-as-earnings-surge<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[238],"tags":[],"class_list":["post-6218","post","type-post","status-publish","format-standard","hentry","category-market-insights"],"acf":[],"_links":{"self":[{"href":"https:\/\/glenview-insights.com\/blog\/wp-json\/wp\/v2\/posts\/6218","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/glenview-insights.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/glenview-insights.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/glenview-insights.com\/blog\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/glenview-insights.com\/blog\/wp-json\/wp\/v2\/comments?post=6218"}],"version-history":[{"count":1,"href":"https:\/\/glenview-insights.com\/blog\/wp-json\/wp\/v2\/posts\/6218\/revisions"}],"predecessor-version":[{"id":6220,"href":"https:\/\/glenview-insights.com\/blog\/wp-json\/wp\/v2\/posts\/6218\/revisions\/6220"}],"wp:attachment":[{"href":"https:\/\/glenview-insights.com\/blog\/wp-json\/wp\/v2\/media?parent=6218"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/glenview-insights.com\/blog\/wp-json\/wp\/v2\/categories?post=6218"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/glenview-insights.com\/blog\/wp-json\/wp\/v2\/tags?post=6218"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}