Alphabet Inc., Meta Platforms Inc. and Microsoft Corp. — together racked up some $78 billion in capital expenditures last ...
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Meta, Microsoft, Google Are Spending Like It's 2021 — And These AI Stocks Are The Real Winners
Big Tech's capital spending is up significantly, with Meta, Microsoft and Google leading the charge in AI infra. Hidden ...
(Bloomberg/Felice Maranz and Ryan Vlastelica) — Earnings season for a handful of megacap tech firms has morphed into capex season with the AI arms race showing no signs of slowing. Focus will be on ...
“Microsoft is investing aggressively into AI, which looks like the right strategy if you have a long-term view on the stock,” Daniel Flax, a senior research analyst at Neuberger Berman, said. Santos ...
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