Rate Of ReturnThe beginning of the End is here.
Google's ginormous Capex bill will be mirrored by every other AI tech firm when they report next earnings guidelines.
Never mind the positive earnings cos negative cash flow is what really sounds the death knell.
☕️ [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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