Big Tech’s CapEx Moonshot
18:45–20:19 · 94s
Analyst Matt Bloxham breaks down a surprise leap in combined capital spending to $723 billion, praising Alphabet and Amazon momentum while questioning Meta’s clarity on AI payoffs.
18:45–20:19 · 94s
Analyst Matt Bloxham breaks down a surprise leap in combined capital spending to $723 billion, praising Alphabet and Amazon momentum while questioning Meta’s clarity on AI payoffs.
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