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US Tech CapEx Spending Hits Record 45% of S&P 500, Surpassing Dot Com Peak

11/27/2025, 21:05
AI SUMMARY
●US tech CapEx spending reaches a record 45% of S&P 500 total, rising ~20 points in a decade
●Current spending levels surpass the 39% peak seen during the 2000 Dot Com Bubble
●Data indicates historic concentration of capital expenditure in the technology sector
The Kobeissi Letter reports that US technology Capital Expenditure (CapEx) spending has reached a historic level. A record 45% of S&P 500 CapEx now comes from technology and related stocks, a figure that has risen approximately 20 percentage points over the last 10 years. This current level exceeds the peak observed during the 2000 Dot Com Bubble, which was around 39%. This data highlights the massive capital shift towards technology infrastructure and development in the current market cycle, outpacing commodity sector spending.

Sources

01@KobeissiLetter↗
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