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Amazon (AMZN) and Alphabet (GOOGL) Stocks Tumble on Massive AI Capex; Nvidia (NVDA) Soars as AI Infrastructure Gains

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The Story

News Summary

  • Amazon and Alphabet's heavy 2026 AI capex forecasts sparked investor concerns about near-term cash flows and margins, pressuring their stocks.
  • Conversely, Nvidia benefits as a direct AI infrastructure player, gaining on investor optimism despite broader sector volatility.
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NVDA price history

218.29 +19.87% over the displayed period

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