Ironically, the Blue Wave Could Make Hyperscalers “Good Businesses Again” by Forcing Capex Discipline

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• Opinion: No Way Google Pulls Back like Microsoft. Larry Page Is "Willing to Go Bankrupt Rather Than Lose" the AI Race

  The opinion piece says Alphabet burned cash for a second straight quarter, with free cash flow of negative $9.1 billion in Q3 as capex reached $51.4 billion. Management kept its 2026 capex guidance of $195–205 billion and expects capex to rise significantly in 2027. Analysts forecast 2027 free cash flow of negative $41.8 billion before it turns slightly positive in 2028. Demand supports the spending: Google Cloud revenue grew 103% to $30.7 billion and its backlog reached $561 billion, while Search revenue grew 12%. The author argues Alphabet is unlikely to pull back its spending the way Microsoft has, and notes that Larry Page's "willing to go bankrupt" line is a secondhand quote from 2024.

  Yahoo Finance·03/11, 14:11▲ GOOGL▼ MSFTGOOGLAI investmentcloud computing
• Amazon Needs AWS Growth Acceleration to Offset Rising Capital Spending, RBC SaysYahoo Finance·30/10, 15:37▼ AMZNAMZNcloud computingAI investment
• AWS will be a $1T business, Jassy says. But first, it will spend big.

  Jassy reiterated that AWS can become a trillion-dollar revenue business within the next five to 10 years. Amazon still expects 2026 cash capex of about $220 billion, mostly for AWS, and plans to spend meaningfully more in 2027. AWS revenue rose 39% year over year, its sixth straight quarter of steady growth, and the company expects AWS to grow north of 40% in both 2027 and 2028, with an annualized run-rate of $184 billion. Jassy called the AI boom a 'once in a lifetime opportunity' and said Amazon can fund the plan, but investors remained concerned and shares fell about 6% in after-hours trading.

  Yahoo Finance·29/10, 23:42• AMZNAMZNcloud computingAI investment
• Google Burned Through $9 Billion in Cash Last Quarter, and Wall Street Shredded Alphabet Stock for It

  Alphabet's free cash flow was negative $9.1 billion as capital spending reached $51.4 billion, and search results missed estimates. The article weighs this against Google Cloud's 103% growth and argues that the Microsoft playbook could still reward long-term investors.

  Yahoo Finance·29/10, 20:23▼ GOOGLGOOGLAI investmentcloud computing
• What Will Decide Microsoft Stock Over The Next Six Months?

  Microsoft (MSFT) stock returned 27.2% between May 5 and November 3, 2026, versus 4.8% for the S&P 500. The article highlights three figures to watch in the January 2027 report: Azure growth, for which management guided 49% to 50% in constant currency for fiscal Q2 2027 after 48% in fiscal Q1 2027; capital spending, expected to exceed $50 billion in fiscal Q2 2027 and about $170 billion for calendar 2026; and Xbox content and services revenue, which fell 2% in fiscal Q1 2027. It also notes the stock's worst stretch over the past year was a 31.8% fall during 160 trading sessions to June 25, 2026, and that management said customer demand still exceeds its capacity.

  Yahoo Finance·04/11, 13:49• MSFTMSFTcloud computingcapital expenditure
• The EPS 'Miss That Wasn't Gave You and Me an Opportunity to Scoop Up Alphabet Cheaply

  Alphabet reported GAAP EPS of $2.12 against a consensus of $2.97, ending a 12-quarter streak of beats, and shares fell 12.64% on earnings day, from $324.89 to $283.82. The author attributes the miss to a one-time $8.70 billion loss on equity securities, which cut net income by $6.70 billion and diluted EPS by $0.55, and argues that this mark-to-market swing sits outside the ad and cloud businesses. The author points to revenue of $127.58 billion (up 24.6%), operating income up 29.93%, and Google Cloud revenue up 103% to $30.71 billion as evidence of strong core operations. The author also flags risks, including capex of $51.36 billion (up 114.4%), negative free cash flow of -$9.07 billion, and dilution from share sales under an at-the-market program. The stock stood at $279.84, down 18.67% over the past month.

  Yahoo Finance·02/11, 17:45▲ GOOGLGOOGLearningscloud computing

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  Cointelegraph·04/11, 23:20cryptocybersecurityMercado Bitcoin
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  Yahoo Finance·04/11, 23:20▲ NVDAcloud computingdata centersartificial intelligence
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