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AI spending boom soars but no returns for big tech giants, warns Jefferies’ Chris Wood
The Times of India
1 day ago
Bullish
Rising AI investments by global tech giants are straining cash flows, with capex nearing record levels relative to operating cash flow. Despite aggressive spending, monetisation remains uncertain, prompting concerns over profitability. Analysts warn the AI se…
The clearest signal that the AI capex arms race may be approaching a peak is not coming from headlines, but from balance sheets.According to Jefferies Christopher Wood, global head of equity strategy… [+3532 chars]
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