Want to create an interactive transcript for this episode?
Podcast: WorldWide Markets with Simon Brown
Episode: Hyper Capex Spending | Junior Miner Pain
Description: 🎙️ Worldwide Markets – Episode 665 📅 11 February | 🎧 Recorded Tuesday around lunchtime 💼 Powered by Standard Bank Global Markets & Shyft 🌍 This week in markets Massive hyperscaler CapEx is back in focus 💰🏗️ Markets appear calmer – the worst of the recent collapse may be behind us 😮💨 Bitcoin mining costs now around $70,000, putting pressure on miners ⛏️₿ A deep dive into junior miners – why so many of them struggle ⚒️📉 🏗️ Hyperscalers go full throttle 2025 CapEx spend near $380bn, well above expectations 2026 estimates push towards $660bn when Oracle is included The hyperscalers: Microsoft, Meta, Alphabet, Amazon ☁️ The "shovel sellers": Nvidia*, ASML*, TSMC 🧑🏭🪓 Key shift: these businesses are no longer asset-light Warning signs emerge as some stocks trade below th...