WS #12780
Holding: newest synthesis is 49d 12h old
Alphabet and Tesla sold off on high capex; market shifts focus from AI spending to returns; Microsoft, Meta, Apple, Amazon earnings this week are pivotal.
Big Tech AI Spending Reckoning
Alphabet and Tesla sold off on high capex; market shifts focus from AI spending to returns; Microsoft, Meta, Apple, Amazon earnings this week are pivotal.