Buy NOW by Nov 9, 2026.

Capex spending has dominated the AI narrative recently (META and GOOG took big hits, after raising the capex spend for the rest of the year), and people are worried that the spending might not result in a return on investment. As a person who runs an independent research service, AI has helped me do a lot more with far less, and I was curious to what extent this was being noted in companies most recent earnings calls. 107 companies directly …