As a earnings recap: $AMZN, $META, $GOOGL, and $MSFT guided a 2026 combined capex forecast to ~$720-$745 Billion. Up from $695-$725B Billion previousl...
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As a earnings recap: $AMZN, $META, $GOOGL, and $MSFT guided a 2026 combined capex forecast to ~$720-$745 Billion. Up from $695-$725B Billion previousl...
As a earnings recap: $AMZN, $META, $GOOGL, and $MSFT guided a 2026 combined capex forecast to ~$720-$745 Billion.Up from $695-$725B Billion previously.Amazon: $220BGoogle: $195B-$205BMeta: $130B-$145BMicrosoft: $175BWe've already seen significant deleveraging and retail/institutional margin liquidations (maybe it continues for more time, who...