Follow Us
GOOGLAlphabet Inc. Class A$320.50
24h
+1.35%
25 Oct, 19:56
Bullish on Alphabet as key beneficiary of AI capex surge
Bullish+0.09%
AI Summary
The author shares a J.P. Morgan forecast of massive AI capital expenditure growth and tags major tech beneficiaries, signaling a bullish outlook on the AI infrastructure and big tech sector.
J.P. Morgan: global spending on AI capex to reach $5.5 trillion by 2030 and for $900 billion to be spent in 2026 alone.
$GOOGL $META $MSFT $AMZN $ORCL