{"ok":true,"trend":{"id":645271,"platform":"hn","region":"global","key":"big tech's capex is half of wall street's profit growth","title":"Big Tech's Capex Is Half of Wall Street's Profit Growth","url":"https://inlevel9.com/en/issues/half-the-growth-was-capex","first_seen":"2026-10-01T19:35:39.803724Z","last_seen":"2026-10-02T11:19:04.623011Z","last_rank":1,"peak_rank":1,"last_volume":13,"peak_volume":13,"seen_count":13,"score":110.17,"category_hint":"markets","section":"business","category":"markets","summary":"New analysis argues that capital spending by major technology companies accounts for roughly half of Wall Street's overall profit growth, highlighting how dependent market earnings have become on the AI-driven infrastructure buildout. Commentators note this raises questions about earnings quality and the risks if tech firms scale back investment or returns on the spending disappoint investors.","why":"Investors are debating how much of corporate America's earnings growth rests on Big Tech's massive AI-related capital expenditure.","tone":"neutral","entities":["Big Tech","Wall Street"],"summarized_at":"2026-10-02T07:43:11.943245Z","meta":{"via":"scan","lang":"en","link":"https://inlevel9.com/en/issues/half-the-growth-was-capex","term":"wall street","hn_id":"49925836","comments":19},"nw":null,"promo":null,"kind":null,"importance":null,"hidden":false,"hide_reason":null,"judged_at":null,"title_en":"Big Tech Capex Now Half of Wall Street's Profit Growth","section_name":"Business","category_name":"Markets","timeline":[{"captured_at":"2026-10-01T19:35:39.803724Z","rank":29,"volume":5},{"captured_at":"2026-10-01T20:11:14.483097Z","rank":1,"volume":11},{"captured_at":"2026-10-01T21:33:14.447490Z","rank":1,"volume":12},{"captured_at":"2026-10-01T22:55:14.688255Z","rank":1,"volume":12},{"captured_at":"2026-10-02T00:17:14.857897Z","rank":1,"volume":12},{"captured_at":"2026-10-02T01:39:14.503551Z","rank":1,"volume":12},{"captured_at":"2026-10-02T03:04:42.941237Z","rank":1,"volume":12},{"captured_at":"2026-10-02T04:27:42.364814Z","rank":1,"volume":12},{"captured_at":"2026-10-02T05:49:42.370411Z","rank":1,"volume":13},{"captured_at":"2026-10-02T07:12:02.748468Z","rank":1,"volume":13},{"captured_at":"2026-10-02T08:34:43.897469Z","rank":1,"volume":13},{"captured_at":"2026-10-02T09:57:04.331707Z","rank":1,"volume":13},{"captured_at":"2026-10-02T11:19:04.623011Z","rank":1,"volume":13}],"posts":[{"platform":"hn","url":"https://news.ycombinator.com/item?id=49925836","author":"speckx","title":"Big Tech's Capex Is Half of Wall Street's Profit Growth","snippet":null,"posted_at":"2026-10-01T19:12:04Z","likes":13}],"elsewhere":[],"window":"7d"}}