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Best AI Capital Expenditures Newsletters in 2026

NewsletterFIT tracks 9 newsletters that cover AI capital expenditures as a primary topic, 8 of them with posts in the last 90 days. By publicly shown subscriber count, the largest are The Macro Compass (153K), Musings on Markets (73K) and LoRosha's Investment Desk (2K).

Updated Nov 15, 2026 · sorted by publicly shown subscribers · methodology

  1. 1
    The Macro Compass153K subscribers

    Substacklast post Jul 13, 2026

    Financial education, macro insights & actionable investment ideas. From Alf's desk - Founder & CEO of The Macro Compass - straight to your inbox.

    Likely audience: Macro strategists

  2. 2
    Musings on Markets73K subscribers

    SubstackEvery two weeks · last post 5 days ago

    Investing, Markets and Business

    Likely audience: Investment analysts

  3. 3
    LoRosha's Investment Desk2K subscribers

    SubstackEvery two weeks · last post 23 days ago

    Asia's close sets the signal. Wall Street follows. I track global supply chains and cross-asset flows.

    Likely audience: AI infrastructure investors

  4. 4
    White Fang1K subscribers

    SubstackSeveral times a week · last post 10 days ago

    From recent posts: White Fang publishes financial analysis on macroeconomic trends, cryptocurrency security, and corporate capital allocation. The publication targets investors and market observers interested in data-driven insights on…

    Likely audience: Investors

  5. 5
    samuel6788—

    SubstackDaily · last post 8 days ago

    From recent posts: This newsletter covers US stock market analysis with a focus on technology earnings, AI infrastructure investment, and sector-specific performance. It regularly analyzes major tech company financials, semiconductor…

    Likely audience: Portfolio managers

  6. 6
    Lance Roberts—

    SubstackDaily · last post 8 days ago

    From recent posts: Lance Roberts publishes a financial newsletter covering macroeconomic trends, market technicals, and investment strategy. Content mixes weekly market recaps, sector analysis (semiconductors, oil, bonds), and occasional…

    Likely audience: investors

  7. 7
    Cycles Edge—

    SubstackSeveral times a week · last post 9 days ago

    Our goal is to help people Make Money in the markets using Cycles, Seasonality, Technical Analysis, Fundamental Analysis, Inter-market Analysis, Market Internals & Macro. We take a "Use What Works" approach to provide a…

    Likely audience: investors

  8. 8
    Signal Over Noise—

    LinkedInEvery two weeks · last post 34 days ago

    A CIO’s framework for deploying capital in uncertain markets

    Likely audience: Investment professionals

  9. 9
    In Context—

    LinkedInMonthly or less · last post 37 days ago

    In Context delivers industry insights and engaging conversations directly to you.

    Likely audience: Investment analysts

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