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Tech giants like Alphabet, Amazon, Meta, and Microsoft face investor concerns over opaque AI infrastructure spending due to combined reporting of chip and building costs, complicating depreciation an…
Amazon's high valuation and rising capital expenditures raise concerns, but a major collaboration with BlackRock on AWS supports a mildly positive outlook.
Apple's strong free cash flow sustains its high valuation despite limited AI exposure, while Meta's heavy AI spending pressures its stock. Alphabet, Microsoft, and Amazon balance AI investments with …