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Front Page

1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending

US Top News and Analysis · 1h ago

1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending

"Capex trends are going to be the number one focus," Club portfolio director Jeff Marks said Friday ahead of next week's Big Tech earnings.

Read the full story at US Top News and Analysis →

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Musk loses $130bn as Tesla cash burn and SpaceX IPO unwind hit shares

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Bond market anxiety is growing over AI capex budgets

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Paramount delays $110bn WBD deal to 2027, adding $1.7bn in fees

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Paramount Agrees to Delay Warner Bros. Merger for Months

NYT > Business · 1h ago