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EUROS The World Financial Report
Nº 11 Wednesday, 22 July 2026 · World Edition
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US Stock Market: Big tech's AI spending boom raises cash flow concerns despite early returns

Markets-Economic Times · 1h ago · 🇮🇳 India
US Stock Market: Big tech's AI spending boom raises cash flow concerns despite early returns

America's biggest technology companies are beginning to generate meaningful AI-driven revenue, but surging infrastructure spending is putting free cash flow under pressure. Reuters' analysis of LSEG estimates shows capital expenditure is expected to outpace free cash flow by 2027, shifting investor focus toward AI monetisation and long-term returns.

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