WS #12758
Investors penalize heavy AI spenders (Oracle, Alphabet) while rewarding disciplined spenders (Apple); Intel drops 7.89% after weak week; UBS says cheaper AI models won't derail investment cycle.
AI capex divergence and tech earnings
Investors penalize heavy AI spenders (Oracle, Alphabet) while rewarding disciplined spenders (Apple); Intel drops 7.89% after weak week; UBS says cheaper AI models won't derail investment cycle.