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Stockreport

Alphabet's $100 Billion War Chest Vs. Oracle's Debt Spiral: The AI Arms Race Hits Wall Street [Yahoo! Finance]

Microsoft Corporation (MSFT)  More Company Research Source: Yahoo! Finance
Last microsoft corporation earnings: 4/29 04:06 pm Check Earnings Report
US:NASDAQ Investor Relations: microsoft.com/en-us/investor
The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS , global AI capex is now expected to hit $423 billion in 2025, and $571 billion in 2026. By 2030, UBS expects spending to reach $1.3 trillion, implying a 25% compound annual growth rate. Those numbers aren't abstract anymore. They're turning into debt issuance, lease obligations, and quietly rising financial risk. The era of funding AI infrastructure with excess cash is over. Alphabet (NASDAQ: GOOGL Microsoft (NASDAQ: MSFT Meta (NASDAQ: META ), and Oracle (NYSE: ORCL ) are all spending aggressively — but they are not absorbing the costs equally. Don't Miss: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it Alphabet is in the cleanest position by far. As of its most recent earnings , the company held nearly $100 billion in cash and marketable securities ag [Read more]
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Stockreport

Alphabet's $100 Billion War Chest Vs. Oracle's Debt Spiral: The AI Arms Race Hits Wall Street [Yahoo! Finance]

Microsoft Corporation  (MSFT) 
More Company Research Source: Yahoo! Finance
Last microsoft corporation earnings: 4/29 04:06 pm Check Earnings Report
US:NASDAQ Investor Relations: microsoft.com/en-us/investor
The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS , global AI capex is now expected to hit $423 billion in 2025, and $571 billion in 2026. By 2030, UBS expects spending to reach $1.3 trillion, implying a 25% compound annual growth rate. Those numbers aren't abstract anymore. They're turning into debt issuance, lease obligations, and quietly rising financial risk. The era of funding AI infrastructure with excess cash is over. Alphabet (NASDAQ: GOOGL Microsoft (NASDAQ: MSFT Meta (NASDAQ: META ), and Oracle (NYSE: ORCL ) are all spending aggressively — but they are not absorbing the costs equally. Don't Miss: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it Alphabet is in the cleanest position by far. As of its most recent earnings , the company held nearly $100 billion in cash and marketable securities ag [Read more]
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MSFT
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
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MAX UP
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Low:
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%
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%
PRICE CHANGE
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%
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%
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TICKS
AVG SHARES PER TRADE
EVENT DAY
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PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS