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AI CapEx Surge: Why Negative Cash Flow at Google and Amazon May Signal a Buy

MarketBeat Read original source (opens in a new tab)
The Story

News Summary

  • Analysts argue rising Treasury yields reflect heavy AI CapEx rather than macro distress.
  • Negative free cash flow at Alphabet and Amazon is viewed as a bullish signal mirroring early cloud buildouts, with dominant hyperscalers positioned to generate massive returns exceeding their borrowing costs.
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GOOGL price history

338.50 +6.53% over the displayed period

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