Microsoft, according to the author, is taking fewer risks with AI spending; Google is betting on debt

A clue as to why MSFT isn’t taking as much heat as the others right now :D It isn’t taking as many risks and isn’t burning through everything on AI infrastructure capex :D Now it’ll depend on whether it can keep up with Google, which is buying its way to market share with debt... see image 2

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Tech giants drag Wall Street to a lower close

Nasdaq -2.52% and S&P 500 -1.26% fall on AI spending fears. Intel sinks -29.00% while the Dow dips -0.46%.

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