Big Tech
Google picks most spots on the AI roulette wheel
Alphabet’s $175–185B 2026 capex bet, explained.
Reuters Breakingviews
The capex arms race is a bet on demand that may take years to fully monetize.
What to know
- Capex is treated as both signal (confidence) and risk (margin pressure).
- The winners may be those who can turn spend into lower unit costs.
- Depreciation and utilization will matter as much as model quality.
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Jim Cramer says the software sell-off creates opportunities in stocks outside of tech
Rotation narrative gains traction as software sells off.
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