AI Boom Under Pressure: Why Google, NVIDIA & Broadcom Shine – and Amazon, AMD, and Software Stocks Tremble!
Reading Time: 4 minutes
The AI Hype has entered a new phase on the stock market. What was once celebrated as a limitless growth engine is now seen as a potential profitability risk. Four US tech giants – Alphabet, Amazon, Microsoft , and Meta – plan to invest more than $630 billion in data centers, chips, and AI infrastructure by 2026, with Oracle bringing the total close to $700 billion. Investors are increasingly questioning whether profits can keep up with this pace – and are penalizing those companies where the math does not yet add up. A clear winner in this...
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