Five companies—Amazon, Alphabet, Meta, Microsoft and Oracle—accounted for 37% of global capex among the top 100 U.S.-listed nonfinancial companies in 2025, Jason Furman says. He notes that concentration is the highest since the early 1970s.
published
Five companies—Amazon, Alphabet, Meta, Microsoft and Oracle—accounted for 37% of global capex among the top 100 U.S.-listed nonfinancial companies in 2025, Jason Furman says. He notes that concentration is the highest since the early 1970s.
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I sold the $AAPL $320 Puts for 11/20 - $5.30
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