The market is finally getting pickier about AI spending.
Apple stays disciplined with capex, gets rewarded. Oracle goes all-in on infrastructure, gets hammered.
Turns out throwing money at AI doesn't automatically create value. Execution and capital efficiency still matter.
We've seen this movie before — dot-com bubble, anyone? Companies that managed capital wisely survived. The ones that burned cash on "growth at any cost" didn't.
Bigger isn't always better. Smarter is.
$AAPL $ORCL
Apple stays disciplined with capex, gets rewarded. Oracle goes all-in on infrastructure, gets hammered.
Turns out throwing money at AI doesn't automatically create value. Execution and capital efficiency still matter.
We've seen this movie before — dot-com bubble, anyone? Companies that managed capital wisely survived. The ones that burned cash on "growth at any cost" didn't.
Bigger isn't always better. Smarter is.
$AAPL $ORCL