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

Alphabet is raising the stakes on AI spending ahead of Big Tech earnings next week. Per Club portfolio director Jeff Marks, capital expenditure trends will be the number-one focus as investors monitor how the company and its peers are investing in AI infrastructure.

Listen to this story

Hear this and more stories in a personalized audio briefing.

Open The Chonkerton