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Alphabet (GOOGL) Rebounds on AI Tailwinds; Amazon (AMZN) Faces Capex Drag

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The Story

News Summary

  • Goldman Sachs sees strong long-term AI-driven demand for software and AIaaS, despite high valuations and a potential hyperscaler capex slowdown that could pressure market multiples in the near term.
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GOOGL price history

342.87 +7.36% over the displayed period

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