Guides as printed — ranges stay ranges, approximations keep their wording in the labels.
YOUR ARITHMETIC — the four guides above are the desk's, as printed. Dial in YOUR OWN capex figure and see where it would stand among them; the figure you choose is your hypothetical, not the desk's call.
| Series | As printed |
|---|---|
| Amazon | About $220 billion |
| Alphabet | $195 billion to $205 billion |
| Microsoft | About $175 billion |
| Meta | $130 billion to $145 billion |
Source: Compute & Capital edition, Oct 28 — the 2026 spending-plan table as printed.
| Series | As printed |
|---|---|
| S&P 500 | +0.60% |
| Nasdaq Composite | +1.18% |
| Semiconductors | +3.02% |
| CoreWeave | 7.94% |
| AMD | 5.43% |
| Boeing | fell 10.69% |
Source: Compute & Capital edition, Oct 28 — the regime-matrix table, Tuesday Oct 27 closes as printed.
Bank of America, Citi, Morgan Stanley — with Broadcom's guarantee behind the senior layer; Blackstone carries the second layer (the edition's own table).
| Series | As printed |
|---|---|
| Senior loans (repaid first) | $43.5 billion |
| Second layer (repaid after) | $19.5 billion |
| What the money buys | $63 billion total |
Source: Compute & Capital edition, Oct 28 — the deal-layer table as printed.
Every row is a value already bound in one of this desk’s two chart payloads, shown exactly as bound — label, value and unit unchanged. Sorting reorders the rows of this table only; it creates, converts and re-bases nothing. Units are shown per row, exactly as bound, and are never silently unified. This desk’s range figures and cross-tables keep their own bound form in their own components and are not flattened into this table.
Tuesday's regime signals — moves (compute-regime-moves) — (no qualifier bound in this payload; none is invented here)
The Anthropic financing — who carries it (compute-deal-layers) — Bank of America, Citi, Morgan Stanley — with Broadcom's guarantee behind the senior layer; Blackstone carries the second layer (the edition's own table).
Default view — rows grouped by component of origin, in bound order.
| Unit | Component of origin | Source note | ||
|---|---|---|---|---|
| S&P 500 | +0.60% | % | compute-regime-moves | Tuesday's regime signals — moves |
| Nasdaq Composite | +1.18% | % | compute-regime-moves | Tuesday's regime signals — moves |
| Semiconductors | +3.02% | % | compute-regime-moves | Tuesday's regime signals — moves |
| CoreWeave | 7.94% | % | compute-regime-moves | Tuesday's regime signals — moves |
| AMD | 5.43% | % | compute-regime-moves | Tuesday's regime signals — moves |
| Boeing | fell 10.69% | % | compute-regime-moves | Tuesday's regime signals — moves |
| Senior loans (repaid first) | $43.5 billion | $B | compute-deal-layers | The Anthropic financing — who carries it |
| Second layer (repaid after) | $19.5 billion | $B | compute-deal-layers | The Anthropic financing — who carries it |
| What the money buys | $63 billion total | $B | compute-deal-layers | The Anthropic financing — who carries it |
Source: Compute & Capital edition, Oct 28 — the regime-matrix table, Tuesday Oct 27 closes as printed.
Source: Compute & Capital edition, Oct 28 — the deal-layer table as printed.