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AI Capex Depreciation Risk Is The Catch To Record Earnings

The earnings are real. However, a meaningful slice of them is also an accident of accounting timing... but it is about to turn from a tailwind into a headwind...

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zerohedge.com

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venerdì 24 luglio 2026·zerohedge.com
AI Capex Depreciation Risk Is The Catch To Record Earnings
The earnings are real. However, a meaningful slice of them is also an accident of accounting timing... but it is about to turn from a tailwind into a headwind...