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$1 Trillion in AI Capex Is Coming. Here Are 5 Stocks That Will Feast on the Buildout [Yahoo! Finance]
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations: investors.broadcom.com
At the time, a single company worth $1 trillion would have seemed impossible. Now we have several. If you're paying attention, you can see hyperscalers will soon spend more than $1 trillion on capex in a single year. That moment is closer than most realize. Why? Last night's earnings from Meta, Alphabet, and Amazon answered the "is the AI capex trade cracking?" question with their checkbooks. They are spending and even with the "weakest" earnings of the group in Meta, you can see the revenue growth flowing as a result. Whether you think a trillion is happening or not, one thing should be clear to you. You've gone from hearing the word capex about twice a year, to about twice a day now. Pay attention to it. Cause that money is going somewhere, and you can still take part in it. The five picks below are drawn from 24/7 Wall St.'s $500,000 AI Investor Portfolio, managed by Technology Analyst Eric Bleeker, and you can follow along via the AI Investor Podcast. These are picks-and-
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