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The $700 Billion Bill: Google’s AI Capex Just Hit $205B — Here’s Who Actually Gets Paid
Alphabet raised 2026 AI capex to $205B and the stock fell. Big Tech will spend ~$700B this year — here’s who actually gets paid, and how to position.
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The $1.5 Trillion Head-Fake: What July 2026 Just Taught Everyone About Market Timing
Chip stocks lost $1.5 trillion, then earnings blew out estimates and CPI fell. July 2026 is the best market timing lesson in years — here’s the playbook.
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The AI Bubble Just Split in Two: Chips Lost $1.5 Trillion While Private AI Gained It Back
Is this the AI bubble popping? Chip stocks lost $1.5 trillion while Anthropic hit $1.2T and OpenAI $933B. What the great AI divergence means for your money.
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The $700 Billion Bill: Google’s AI Capex Just Hit $205B — Here’s Who Actually Gets Paid
Alphabet raised 2026 AI capex to $205B and the stock fell. Big Tech will spend ~$700B this year — here’s who actually gets paid, and how to position.
