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via seekingalpha.comMarkets

AI capex surge pushes Big Tech free cash flow below zero

FROM THE WIRE · SEEKINGALPHA.COM

[Robotic Hand Holding Digital US Dollar Symbol in Futuristic Setting] sankai Big Tech’s artificial intelligence spending spree is accelerating, with combined capital expenditures at Amazon (AMZN [https://seekingalpha.com/symbol/AMZN]), Alphabet (GOOGL…

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MARKET IMPACTHIGH✦ News Impact agent estimateTone: expected bearishRecord capex by mega-cap tech could weigh on cash flows and sector stocks.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Combined capex at Amazon, Alphabet, Meta and Microsoft reached a record $201.9B in Q3 2026.
  2. 02That was an increase of $36.9B from the prior quarter.
  3. 03According to Kobeissi, the four companies have spent roughly $1.6T on capex over the past three years.
NEWS IMPACT AND MARKET REACTIONChange since the story · reference
Amazon.com, Inc.AMZNStock240.35 USDMarket closedtoday -1.41%Negative Alphabet Inc.GOOGLStock279.84 USDMarket closedtoday -1.40%Negative Meta Platforms, Inc.METAStock614.99 USDMarket closedtoday -1.53%Negative Microsoft CorporationMSFTStock521.91 USDMarket closedtoday -1.55%Negative
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets

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