Live Roundups Editor's Desk Insights Executive Ops Weather About 🔍
Home › Technology › Need Landing Zone For Capex Estimates: Karoui
Technology

Need Landing Zone For Capex Estimates: Karoui

Bloomberg Markets Thursday 22 October 2026, 19:17 UTC 1 min read
Key Points

Real Yield Oct 22nd, 2026 Need Landing Zone For Capex Estimates: Karoui Lotfi Karoui, multi-asset credit strategist at Pimco, and Jeff Sherman, deputy CIO of DoubleLine Capital, join Scarlet Fu on "Bloomberg Real Yield." Meta said it has agreed to spend about $825 billion in the future on various leases and contracts, many of them related to computing power and infrastructure for artificial intelligence.

Real Yield Oct 22nd, 2026 Need Landing Zone For Capex Estimates: Karoui Lotfi Karoui, multi-asset credit strategist at Pimco, and Jeff Sherman, deputy CIO of DoubleLine Capital, join Scarlet Fu on "Bloomberg Real Yield." Meta said it has agreed to spend about $825 billion in the future on various leases and contracts, many of them related to computing power and infrastructure for artificial intelligence.
Karoui Lotfi Karoui (PERSON) Pimco (ORG) Jeff Sherman (PERSON) CIO (ORG) DoubleLine Capital (ORG) Scarlet Fu (PERSON) Meta (ORG)
Originally published by Bloomberg Markets Read original →

Related Stories

AI Trade Doubts May Ease With Usage Growth, Gene Munster Says

Oct 22nd, 2026 AI Trade Doubts May Ease With Usage Growth, Gene Munster Says Gene Munster, Deepwater Asset Management managing partner, says there may be no near-term comment or catalyst to restore investor confidence amid scrutiny of AI spending. He describes a divide between "academics" and "visionaries." He speaks on "Bloomberg The Close."

Bloomberg Technology 21m ago

Teenage Engineering launched an instrument amp with a ton of built-in effects

It looks exactly like what you’d expect a Teenage Engineering guitar amp to look like. | Image: Teenage Engineering Teenage Engineering is branching out into instrument amps with the previously leaked EP-35, a multi-input, multi-instrument, battery-powered amp with built-in effects. The back of the unit has a line-in port, as well as a 1/4-inch guitar input and an XLR input for mics, including mics that require phantom power.

The Verge 22m ago

US Life Insurers’ Exposure to AI Jumped 24% from January to June

US Life Insurers’ Exposure to AI Jumped 24% from January to June US life insurers’ investment exposure to the artificial intelligence sector spiked in the first half of the year and is expected to keep growing, according to a report by Moody’s Corp. US life insurers held about $85.2 billion in investments related to AI at the end of June, up 24% from the end of 2025, according to the report. These holdings include hyperscalers, data centers and chip manufacturers.

Bloomberg Markets 26m ago

Meet the 2026 winner of Nikon's Small World photomicrography contest

A 25-year-old German experimental photographer has won the 2026 Nikon Small World photomicrography competition with a striking image of droplets of ink being deposited on paper by an inkjet printer. Ole Bielfeldt beat out 1,802 other entries hailing from 69 different countries. Bielfeldt became interested in photomicrography during the COVID-19 lockdown after discovering an old microscope in his parents' attic.

Ars Technica 33m ago