https://codema.ai/finance.htmlPublished articles from Codema.en-CAhttps://codema.ai/articles/meta-q3-2026-earnings-capex.htmlhttps://codema.ai/articles/meta-q3-2026-earnings-capex.htmlThu, 22 Oct 2026 00:00:00 +0000Meta grew revenue 26% in Q3 2026 while spending $34.9 billion on capital expenditures, more than its operating cash flow. Here are the numbers that matter, from the company's own release.FinanceCarrie F.https://codema.ai/articles/chip-earnings-tsmc-lam-texas-instruments-q3-2026.htmlhttps://codema.ai/articles/chip-earnings-tsmc-lam-texas-instruments-q3-2026.htmlThu, 22 Oct 2026 00:00:00 +0000Three chip companies, three layers of the stack: the foundry, the equipment maker and the analog supplier. Their Q3 2026 numbers, straight from their releases.FinanceCarrie F.https://codema.ai/articles/ai-bubble-capex-math.htmlhttps://codema.ai/articles/ai-bubble-capex-math.htmlThu, 22 Oct 2026 00:00:00 +0000A plain framework for judging the AI spending boom: capex versus revenue, versus cash flow, depreciation, debt and supplier orders. Worked through with Meta's Q3 2026 release.FinanceCarrie F.