According to @StockMKTNewz, citing Bloomberg, every S&P 500 technology company faced at least one AI question on their quarterly earnings call except Garmin and NXP Semiconductors (NXPI), underscoring the near-universal investor focus on AI in tech guidance and Q&A [source: @StockMKTNewz; Bloomberg]. For equity traders, this dataset highlights AI commentary as a key variable to monitor in post-call reactions and narrative positioning across semiconductors, software, and hardware, per the Bloomberg summary referenced by @StockMKTNewz [source: @StockMKTNewz; Bloomberg]. For crypto markets, the broad AI focus in equities can serve as a sentiment cue that traders track during earnings-heavy weeks when AI narratives influence cross-asset risk appetite, based on the Bloomberg-covered snapshot shared by @StockMKTNewz [source: @StockMKTNewz; Bloomberg].

According to @KobeissiLetter, the top 20% of S&P 500 tech companies by 12-month CapEx as a percentage of cash from operations delivered a +45.2% median stock price return in 2025. Source: @KobeissiLetter. The next 20% highest CapEx cohort posted a +21.5% return over the same period, while the bottom 20% recorded just +2.2%. Source: @KobeissiLetter. Combined CapEx for Amazon, Meta, Alphabet, and Microsoft reached a record $112 billion in Q3 2025, doubling since Q1 2024. Source: @KobeissiLetter. These figures indicate investors are rewarding larger capital investment in 2025, with CapEx intensity emerging as a key performance driver. Source: @KobeissiLetter.