WS #12703

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Alphabet's first-ever quarterly cash burn ($5.9B) and rising capex forecasts spook investors, dragging MAG7 stocks. SK Group signs $750B deal with Nvidia for AI chips, including $500B+ from SK Hynix, reinforcing NVDA's supply chain moat.

Big Tech AI spending concerns

Alphabet's first-ever quarterly cash burn ($5.9B) and rising capex forecasts spook investors, dragging MAG7 stocks.

SK Group signs $750B deal with Nvidia for AI chips, including $500B+ from SK Hynix, reinforcing NVDA's supply chain moat.

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