In all honesty, at this moment of time, you have to look at the beneficiaries of the AI buildout not the hyperscalers. The hyperscalers are cash machines building for the future so they are using their cash flows to invest.
☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet's $200B Capex Bill Comes Due
The AI capex bill everyone was dreading finally landed. Alphabet beat on sales and grew Cloud 82%, but guided 2026 spending to a staggering $195-205B, swung to negative free cash flow, and fell about ...




