SMCIP

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Rate Of Return

Jul 23 at 06:46 AM

Increased capex is good actually for AI infrastructure stocks so you have to look at where the money is flowing. Big tech needs to invest to stay relevant.

C

Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet's $200B Capex Bill Comes Due

The AI capex bill everyone was dreading finally landed. Alphabet beat on sales and grew Cloud 82%, but guided 2026 spending to a staggering $195-205B, swung to negative free cash flow, and fell about ...

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