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Amazon, Google face scrutiny over AI capex amid tech selloff

Alphabet and Amazon face investor backlash over combined $375B+ in 2026 AI capex plans, with hyperscaler spending on track to reach $725 billion this year.

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cryptobriefing.com

economictimes.indiatimes.com

independent.co.uk

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AI · summaries

economictimes.indiatimes.com1 g fa

US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloff

Alphabet (-6%), Amazon (-4.8%), Meta lost hundreds of billions as investors doubt whether AI capex will justify the spending. Market diverges: hyperscalers writing checks decline; suppliers receiving them (Micron +5.8%) thrive, revealing concerns about near-term AI monetization.

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cryptobriefing.com1 g fa

Alphabet loses $269B in market cap amid AI talent concerns

Alphabet lost $269B in market cap (6%) as Gemini co-lead Shazeer moved to OpenAI and Nobel laureate Jumper joined Anthropic. The talent migration signals foundation model labs are consolidating AI advantage: IT leaders must recalibrate vendor and LLM strategy.

Timeline cronologica

lunedì 22 giugno 2026·cryptobriefing.com
Alphabet loses $269B in market cap amid AI talent concerns
Alphabet lost $269 billion in market cap due to AI talent concerns. Apple at 70% YES to be the second-largest company by June 30.
martedì 23 giugno 2026·economictimes.indiatimes.com
US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloff
Wall Streets AI-driven technology rally faced pressure as investors questioned whether rising infrastructure spending can generate sufficient returns. While hyperscalers such as…

Amazon, Google face scrutiny over AI capex amid tech selloff

Confronto fonti

US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloff

Alphabet loses $269B in market cap amid AI talent concerns

Timeline cronologica

Alphabet loses $269B in market cap amid AI talent concerns

US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloff

AI stock slump raises the question if investors are just taking profits or getting very nervous

AI stock slump raises the question if investors are just taking profits or getting very nervous

Tech stocks tumble 2% as AI spending concerns mount

Amazon, Google face scrutiny over AI capex amid tech selloff