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Despite fears over AI spending and funding, hyperscalers plan huge CAPEX increases, supporting Nvidia’s growth. NVDA trades at a reasonable valuation amid general market bearishness, signaling a stro…
Microsoft reported strong Q2 2026 revenue growth driven by cloud services but faced investor concerns due to a steep 66% rise in capital expenditures, raising questions about whether investments will…
The Magnificent Seven tech stocks fell sharply on concerns over rising AI spending and costs, with Microsoft and Alphabet hit hardest due to heavy capital expenditures impacting margins and investor …