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MacKenzie Sigalos
CNBC (reporter)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
hyperscaler capex scale. reported aggregates, deployed in a pro-Apple framing
“spend 800 billion on infrastructure this year, another 1.2 trillion next year”
Nasdaq since this was said: ▼ -2.1% · 24,976 → 24,443 · as of 2026-07-29
Apple capex-lite strategy. STANCE corrected bull-apple->neutral: the figure carries no direction; the framing is editorial
“tracking toward 14 billion in capex for all of 2026”
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