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Home / Markets / Themes / Hyperscaler Capex

THEME · RULES BASKET

Hyperscaler Capex Stocks: Cloud Spend Lens

Hyperscaler capex is one of the clearest public signals for AI infrastructure demand. This basket focuses on companies whose reported capital spending and cloud guidance shape the semiconductor and power supply chains. Use it to compare quote moves against the Daily Brief — not as a buy list.

5 names · reported capex lens · delayed public quotes · quote mode desk · as-of 2026-10-04T13:14:43 · Markets Desk

Open basket in Terminal ↗Daily Brief →

Indexable — rules + methodology + FAQ ship with this hub.

Names5

Up / Down5 / 0

Missing quotes0

Constituents

Delayed public quotes. Empty cells stay — — never filled with estimates.

Ticker	Role	Last	Day %	Volume
MSFT Microsoft Corporation	Azure / OpenAI-linked capex	517.53	+0.92%	17.8M
AMZN Amazon.com, Inc.	AWS infrastructure	251.52	+1.33%	33.4M
GOOGL Alphabet Inc.	Google Cloud / TPU spend	343.50	+1.56%	23.7M
META Meta Platforms, Inc.	AI training clusters	728.08	+0.30%	12.9M
ORCL Oracle Corporation	Cloud + AI backlog	142.30	+3.06%	35.3M

OpenBB lab offline — Desk mode (Stooq/Yahoo + news tape). Not Bloomberg data.

Methodology

Members are large-cap platforms that disclose material cloud or AI infrastructure capex, plus Oracle where reported spend and AI backlog are desk-relevant. Weighting is equal for scan tables only.

Weekly desk note

Saturday pipeline writes theme notes into Prisma Article (Markets Desk). Until the latest note is approved, this hub stays the indexable rules page — not a thin quote dump.

Read today's Daily Brief →

FAQ

Does this page forecast next quarter’s capex?: No. It links you to stock pages and the terminal so you can read the latest filings and quotes yourself. Capex numbers on stock pages come from SEC XBRL when mapped.
Why only five names?: Wave-1 keeps the basket tight around platforms that set the spending tone. Suppliers sit in the AI Semiconductors theme.