Big Capex for the Big Techs
From Long Term Investing - With Baskin Wealth Management by Barry Schwartz
February 10, 2026 · 31 min
About this episode
Barry and Ernest discuss the latest financial results and capital expenditures of major tech companies.
Barry and Ernest are back and discuss Apple's strong results, Microsoft and Meta's mega-capex splurge, and Brookfield Asset management's new CEO Connor Teskey. 0:00- Intro 7:20- Apple's record iPhone sales 11:48- Apple's memory and chip constraints 16:35- Microsoft's Azure miss 20:10- Big tech returns on AI capex 22:01- Meta's motivations for AI 25:48- Brookfield Asset Management's new CEO
People in this episode
Host: Barry Schwartz
Guest: Ernest
Topics covered
- Big Tech
- Capital Expenditure
- AI Investments
- Apple Sales
- Microsoft Azure
- Meta Strategies
- Leadership Changes
Keywords
- Apple
- Microsoft
- Meta
- AI
- capital expenditure
- Brookfield Asset Management
- Connor Teskey
- iPhone sales
- Azure
- tech investments
Mentioned in this episode
Organizations: Apple, Microsoft, Meta, Brookfield Asset Management
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