Big Tech’s Cash Flow Squeeze
12:55–13:43 · 48s
Jon flags Goldman’s view that five of the Magnificent Seven could see depressed or negative free cash flow until 2028 as AI CapEx ramps, pushing comfort limits.
12:55–13:43 · 48s
Jon flags Goldman’s view that five of the Magnificent Seven could see depressed or negative free cash flow until 2028 as AI CapEx ramps, pushing comfort limits.
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