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Cracks in Big Tech’s artificial intelligence-fueled spending binge could be forming across stocks and bonds.
Wall Street was displeased last week when Alphabet and Tesla Motors raised their forecasts for capital expenditure—known as capex—for the rest of the year.
While market watchers await spending updates from other AI hyperscalers as they release their latest earnings reports over the coming weeks, total capex in 2026 is expected to reach up to $1 trillion.
A year ago, investors cheered these ambitious investments. Under current market conditions, traders are now more cautious as the leading tech giants see their free cash flows turn negative and rely on debt and stock sales to fund the AI infrastructure buildout….
Wall Street was displeased last week when Alphabet and Tesla Motors raised their forecasts for capital expenditure—known as capex—for the rest of the year.
While market watchers await spending updates from other AI hyperscalers as they release their latest earnings reports over the coming weeks, total capex in 2026 is expected to reach up to $1 trillion.
A year ago, investors cheered these ambitious investments. Under current market conditions, traders are now more cautious as the leading tech giants see their free cash flows turn negative and rely on debt and stock sales to fund the AI infrastructure buildout….
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