Google aumenta gasto en Capex, malo para él, bueno para semis - Apertura Cárpatos

Google is not only not cutting its capital expenditures (Capex) as some feared, but is actually increasing them. While its cloud revenues are soaring—meaning it is making a profit on its investments—the market doesn't seem to find it sufficient and is punishing it, while simultaneously buying up those who are selling it the tools and equipment. Gold is at very favorable sentiment levels, a consequence of the law of contrarian sentiment. The situation in Iran is becoming increasingly complicated, while the stock markets ignore it, living in their Disney-esque semiconductor world. However, bonds are reflecting this and remain at dangerously low yield levels. In-depth analysis of the situation at the opening. #Google #Capex #AI #Oil #Carpathians #stockmarket #markets #economy We broadcast to all Spanish speakers worldwide. Both institutional and individual investors have a home here. We focus on the inner workings of the market, the unseen aspects that truly drive the economy. We do not offer recommendations under any circumstances, only personal opinions. We provide in-depth information and analysis so that everyone can then conduct their own analysis. You can find my book at this link: https://www.leonescontragacelas.com My second book is currently being formatted. Cárpatos lives and works in the Canton of Vaud, Switzerland, and is: In the market since 1985, an economic journalist for numerous media outlets, a financial analyst, an advisor for several decades to various asset managers, independent financial advisors, funds, and hedge funds, a banker, editor, writer, and translator. Certified in Wealth & Investment Management and an associate member of The Chartered Institute for Securities & Investment (The CISI). Cárpatos's Twitter: @Carpatos In-depth analysis of stock markets, financial markets, and the economy from technical, quantitative, and fundamental perspectives, presented in a completely independent manner. Subscribe to the channel @JoseLuisCarpatos Nothing said on this channel should be interpreted as investment advice, but rather as purely informational content. All investments carry a risk of loss. Past performance is not indicative of future results.