Hyperscalers Are Starting To Question Massive AI Spending

Why did Nvidia's stock rally and then fall? How will Japan's $135B stimulus impact growth? What caused Verizon's massive layoffs? Why did Florida approve the largest power rate hike? How did Walmart boost e-commerce sales? What risks do hedge funds pose to Treasuries? Why is AI spending stirring market anxiety?

Hyperscalers Are Starting To Question Massive AI Spending

seekingalpha.com/article/4846258-hyperscalers-are-starting-to-question-massive-ai-spending

At any given time, there are literally hundreds of factors that drive the stock market. But there are always a few that are currently more important. Right now, the stock market is being heavily driven by three things: Tariffs, interest rates, and AI.
Summary
- AI capex spending by…

This story appeared on seekingalpha.com, 2025-11-21 04:46:53.369000.