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Looking ahead to 2026: why hyperscalers can’t slow spending without losing the AI war

The AI revolution has led major cloud providers like Amazon, Microsoft, Google, and Meta to invest over $400 billion annually in AI infrastructure. This spending surge has reshaped markets and created new vendor dynamics. As 2026 approaches, these companies face a dilemma: continue high spending and risk profitability if AI adoption lags, or cut back and lose the competitive edge. Analysts project hyperscalers' capex to reach $600 billion in 2026. The central risk is whether this investment will translate into sustainable revenue growth, with end-user demand still uncertain.

Invezz·
US
META
+0.39%
US
GOOG
0.00%
US
GOOGL
-0.08%
Invezz·
US
META
+0.39%
US
GOOG
0.00%
US
GOOGL
-0.08%

Parcion Private Wealth LLC Grows Stock Holdings in Meta Platforms, Inc. $META

Parcion Private Wealth LLC increased its holdings in Meta Platforms, Inc. by 25.4% in the third quarter, now owning 5,172 shares valued at $3,798,000. Other investors also modified their positions in Meta. Insider activity included significant stock sales by COO Javier Olivan and Director Robert M. Kimmitt. Meta's stock opened at $666.94 with a market cap of $1.68 trillion. The company reported strong Q3 earnings and announced a quarterly dividend. Analysts maintain a positive outlook on Meta's stock.

Market Beat·
US
META
+0.39%
Market Beat·
US
META
+0.39%

Alphabet's Waymo Pauses Service Again In San Francisco On Christmas Day Amid Flash Flood Warning: Report

Waymo, Alphabet's Robotaxi service, paused operations in San Francisco on Christmas Day due to flash flood warnings. This follows a previous service halt caused by a PG&E substation outage. Meanwhile, Tesla's Elon Musk reported a successful autonomous Robotaxi drive in Austin. Waymo recently achieved 14 million paid rides and 450,000 weekly rides, leading the U.S. Robotaxi market. Alphabet's stock showed a slight pre-market increase.

benzinga_article·
US
GOOGL
-0.08%
US
GOOG
0.00%
US
GGLS
+0.07%
benzinga_article·
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GOOGL
-0.08%
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GOOG
0.00%
US
GGLS
+0.07%

5 AI advertising controversies that turned heads this year, from Meta's AI granny to Coca-Cola's shape-shifting trucks

5 AI advertising controversies that turned heads this year, from Meta's AI granny to Coca-Cola's shape-shifting trucks

businessinsider·
US
META
+0.39%
businessinsider·
US
META
+0.39%

Shelton Wealth Management LLC Cuts Stock Holdings in Microsoft Corporation $MSFT

Shelton Wealth Management LLC reduced its stake in Microsoft by 22.6% in Q3, selling 1,282 shares. Microsoft insiders sold 54,100 shares worth $27.6 million in the last 90 days. Microsoft's stock opened at $487.61, with a market cap of $3.62 trillion. The company reported strong quarterly earnings, beating estimates with $4.13 EPS and $77.67 billion revenue, up 18.4% YoY.

Market Beat·
US
MSFT
+0.24%
US
MSFL
+0.53%
US
MSFO
+0.32%
Market Beat·
US
MSFT
+0.24%
US
MSFL
+0.53%
US
MSFO
+0.32%
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