CapexIQ
A Bloomberg-lite scorecard for retail investors that grades Microsoft, Alphabet, Meta, Amazon, and Oracle each quarter on whether their AI capex is converting into AI-pinned revenue — so you know which stock still has fuel when the AI-trade wobbles.
Self-directed retail investors and small-RIA portfolio managers tracking the AI trade
- Quarterly capex-to-AI-revenue ratio scorecard for the top 10 AI spenders, refreshed from 10-Qs and earnings transcripts
- Sentence-level "AI mention" density vs. capex growth, with an alert when management rhetoric outruns disclosed revenue
- Sector beta overlay against the SOX index so investors see their portfolio's hidden AI-spend exposure
- Export-ready thesis one-pager for each name to share with a spouse or investment club
The Bloomberg piece lands as tech gets crushed for the second week in a row and investors are actively hunting for tools to separate real AI monetization from capex-fueled multiple expansion.
AI capex ROI is a hot 2026 narrative (Reuters, Forbes, RBC all running 'will it pay off?' pieces) but retail investors rarely dig into capex-to-revenue conversion directly — most want stock picks, not infrastructure efficiency grades.Big Tech investors to gauge payoff as AI spending set to hit $600 billion ↗The AI Capex-To-Revenue Gap Is Widening - Forbes ↗
A direct competitor — capexindex.com — already tracks AI capex for exactly the same five names (GOOGL, AMZN, MSFT, META, ORCL) with $941B tracked, sector breakdowns, and trend charts; Bloomberg-alternative space also crowded with Helm Terminal, Ape AI, Incite AI, Francis, Aria Analyst.AI CapEx Tracker — Hyperscaler Infrastructure Spend ↗Best Bloomberg Terminal Alternatives in 2026 | Helm Terminal ↗
Bloomberg-alternatives monetize at roughly $20–$200/month against a $24K Bloomberg Terminal, but CapexIQ is narrow (5 mega-caps) and competes against free dashboards plus institutional sell-side research — likely $10–$30/mo ceiling with limited TAM.Best Bloomberg Terminal Alternatives in 2026 | Helm Terminal ↗The Best Bloomberg Terminal Alternative for Retail Investors in 2026 ↗
AI capex-to-revenue debate has a 3–5 year horizon tied to the hyperscaler buildout cycle, but the 'AI-pinned revenue' definition will drift as accounting standards evolve and the scorecard framing risks becoming commoditized quarterly commentary.Big Tech investors to gauge payoff as AI spending set to hit $600 billion ↗
All inputs are public 10-Q cash flow data plus editorial AI-share estimates — capexindex.com already demonstrates the build is tractable for a small team; the hard part is defending the conversion-to-revenue methodology.AI CapEx Tracker — Hyperscaler Infrastructure Spend ↗