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Goldman Sachs forecasts Big Tech's massive AI capital expenditure will continue through 2028 due to persistent supply-demand imbalances and rising chip costs. Heavy spending by Alphabet, Amazon, Meta…
Coca-Cola shares hit record highs, surging 32% year-to-date and outperforming Big Tech staples. In contrast, Meta has dropped 15% and Tesla has fallen 22% due to massive capital expenditures on AI da…
Tesla's massive capex spending, negative free cash flow, and cautious robotaxi rollout raise investor concerns about capital discipline, despite management's confidence in long-term returns and growi…
Citi calls semiconductor stock pullback a buying opportunity, citing strong data center demand and rising capex from Intel, TSMC, and Tesla. Nvidia's $1.5B Amkor packaging deal signals continued AI i…
Futures dropped as oil surged to $90 and Google and Tesla fell on earnings and heavy capex concerns, while AI hardware stocks gained on continued demand optimism.