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Larsen and Toubro trims Lakshya Plan targets but ramps up five year investment

Larsen and Toubro trims Lakshya Plan targets but ramps up five year investment

Larsen and Toubro has recalibrated its Lakshya Plan 2031, allocating ₹43,000 crore for the next five years. The company says the move reflects a broader order book while acknowledging growing uncertainties, particularly tied to Middle Eastern markets. The target change signals a strategic pivot rather than a slowdown in capex ambition, as L&T adjusts for shifting demand conditions.

Summarised by Beize from a story on The Economic Times on 6 May 2026
AI spending boom surges for big tech but returns stay elusive Jefferies warns profitability risk

AI spending boom surges for big tech but returns stay elusive Jefferies warns profitability risk

Global tech giants are pouring money into AI, pushing capital expenditure to near record levels compared with operating cash flow. But monetisation is still unclear, leaving investors worried about profitability as competition heats up. Jefferies’ Chris Wood says the AI race could become capital intensive, similar to industries where heavy spending doesn’t guarantee early returns.

Summarised by Beize from a story on The Economic Times on 2 May 2026

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Meta Plans Up to 25 Billion Bond Sale as Spending Targets 2026 Growth

Meta Plans Up to 25 Billion Bond Sale as Spending Targets 2026 Growth

Meta Platforms is reportedly preparing a bond sale to raise between $20 billion and $25 billion, building on last year’s large debt offering. The timing aligns with Meta’s increased 2026 capital expenditure forecast, signaling major investment plans ahead. The deal also reflects a broader shift among Big Tech companies leaning on borrowing to fund growth and infrastructure.

Summarised by Beize from a story on The Economic Times on 30 Apr 2026
Meta shares drop 7 percent as AI spending surge sparks investor fear of weak returns

Meta shares drop 7 percent as AI spending surge sparks investor fear of weak returns

Meta’s shares fell 7% in extended trading after the company signaled a sharp rise in AI-related spending. It warned that capital expenditure could climb to $145 billion, while CEO Mark Zuckerberg admitted the returns are not guaranteed. Investors also weighed fresh worries from regulators and a rare decline in Daily Active People, adding to the pressure on sentiment.

Summarised by Beize from a story on The Economic Times on 30 Apr 2026
Alphabet to pour more money into AI cloud after eye popping Q1 profit surge

Alphabet to pour more money into AI cloud after eye popping Q1 profit surge

Alphabet kicked off 2026 with an 81% jump in Q1 net profit to $62.6 billion as revenue rose 22% to $109.9 billion. Google Cloud grew 63% to $20 billion, driven by enterprise AI solutions and Gemini adoption. With compute “constrained,” Alphabet plans bigger investments and raised 2026 capex guidance to $180–$190 billion.

Summarised by Beize from a story on YourStory on 30 Apr 2026
Microsoft forecasts Azure surge and signals record 2026 spending for AI race dominance

Microsoft forecasts Azure surge and signals record 2026 spending for AI race dominance

Microsoft expects strong sales momentum for Azure as it ramps up investment for the next phase of the AI race. The company is planning substantial, record-level capital spending in 2026, alongside heavy AI infrastructure buildout. Investors are watching closely as Copilot’s user base continues to rise steadily, reinforcing demand for its AI assistant.

Summarised by Beize from a story on The Economic Times on 30 Apr 2026

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Meta doubles AI spending as it lifts capex forecast to 125 billion to 145 billion by 2026

Meta doubles AI spending as it lifts capex forecast to 125 billion to 145 billion by 2026

Meta Platforms is raising its capital expenditure forecast to $125 billion–$145 billion by 2026, signaling a major acceleration of AI infrastructure investment. The company plans layoffs even as it pours more money into compute and network capacity. Meta also reported continued momentum in usage, with daily active people reaching 3.56 billion.

Summarised by Beize from a story on The Economic Times on 29 Apr 2026
Major Indian ports cross 915 MT cargo in FY26, beating targets by 7 percent

Major Indian ports cross 915 MT cargo in FY26, beating targets by 7 percent

Indian major ports cleared a major milestone in 2025-26, moving over 915 million tonnes of cargo and surpassing the annual target. The haul reflects 7.06% year-on-year growth, indicating improved efficiency and a steady expansion trend. The momentum is backed by a significant rise in capital expenditure, supporting capacity and performance gains.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
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