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What If Big Tech Was Right All Along?

The market spent a year worrying about AI capex. Now it's starting to worry it underestimated the returns.

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zerohedge.com

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zerohedge.comStai leggendo9 g fa

What If Big Tech Was Right All Along?

The market spent a year worrying about AI capex. Now it's starting to worry it underestimated the returns.

originale

cnbc.com9 g fa

Jim Cramer says the market has warmed up to Big Tech's AI spending. Here's what flipped the switch

Amazon raised capex to $220B (stock +13%) by explaining data centers generate 30+ years revenue without reinvestment. AI capex credibility hinges on ROI clarity: Alphabet fell (unclear), Microsoft safe (Azure/Copilot cash), Meta at risk (no plan).

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Timeline cronologica

martedì 4 agosto 2026·cnbc.com
Jim Cramer says the market has warmed up to Big Tech's AI spending. Here's what flipped the switch
Cramer said Amazon CEO Andy Jassy finally explained how Amazon's massive AI spending will generate long-term returns.
martedì 4 agosto 2026·zerohedge.com
What If Big Tech Was Right All Along?
The market spent a year worrying about AI capex. Now it's starting to worry it underestimated the returns.