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Big Tech Spent Over $1 Trillion on AI. The Bill Does Not Arrive Until It Depreciates.
Source: 247wallst.com
Company FundamentalsCorporate EarningsTechnology & Innovation
Microsoft reported $115.95B of property & equipment spending (capex) in fiscal 2026, highlighting the “sticker shock” in Big Tech earnings tied to higher capital expenditure lines. The large capex outlay is a near-term margin/cash-flow headwind and reinforces a more cautious outlook for earnings quality.
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