$TRUMP
$XAU
#USCanadaTradeTalksCollapseCanadaVowsRetaliation #SP500EndsWeeklyWinStreak #TRUMPBreaksAbove$3.4HighestSinceMarch21 #SandboxSANDSuspectedInfiniteMintFlawOnBase #GrayscaleFilesFifthZECETFAmendment $AAPLB What happens when the pace of capital spending on artificial intelligence slows down?
Capital expenditures related to AI are set to grow by 40% in 2026, while analysts expect an additional 30% increase in capex by hyperscalers providing cloud services during 2027. Strong balance sheets at these companies, massive project pipelines, and competitive dynamics remain supportive of continued high spending even as its pace slows, according to a recent research note from Wolfe Research.
$XAU
#USCanadaTradeTalksCollapseCanadaVowsRetaliation #SP500EndsWeeklyWinStreak #TRUMPBreaksAbove$3.4HighestSinceMarch21 #SandboxSANDSuspectedInfiniteMintFlawOnBase #GrayscaleFilesFifthZECETFAmendment $AAPLB What happens when the pace of capital spending on artificial intelligence slows down?
Capital expenditures related to AI are set to grow by 40% in 2026, while analysts expect an additional 30% increase in capex by hyperscalers providing cloud services during 2027. Strong balance sheets at these companies, massive project pipelines, and competitive dynamics remain supportive of continued high spending even as its pace slows, according to a recent research note from Wolfe Research.