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The Mag 7’s Strength Just Became a Weakness
Amazon.com, Microsoft, and Alphabet all fell after earnings. The common theme was disappointment in the cloud.
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Tech giants are lining up over $300 billion in AI spend. Their CEOs are betting cheaper models will drive up AI demand.
Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by ...
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