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Microsoft faces heightened scrutiny as quarterly capital spending surged to $41 billion, outstripping free cash flow by 2.1 times. Despite shares trading below fair value estimates, investors demand …
Article compares Amazon and Alibaba as AI infrastructure plays. Amazon has stronger ecosystem integration and safer AI story via AWS, while Alibaba offers cheaper valuation but faces regulatory risks.
Tesla's Q1 revenue grew, but rising inventory levels and declining energy sector performance highlight the struggle to pivot from a traditional automaker to an AI-driven tech company, pressuring its …