UBS varoittaa: hyperskaalaajien tekoälyinvestoinnit voivat ylittää kassavirran tällä neljänneksellä

35 lähdettä
bloomberg.com
  • UBS varoitti torstaina, että hyperskaalaajien investoinnit ovat ylittämässä operatiivisen kassavirran tällä neljänneksellä, mikä lisää riskiä tekoälyinvestointien vähenemisestä vuonna 2028.
  • Alphabet raportoi historiansa ensimmäisen negatiivisen vapaan kassavirran neljänneksen, -5,9 miljardia dollaria, kun taas Metan vapaa kassavirta romahti 91 prosenttia 784 miljoonaan dollariin.
  • Microsoftin osake nousi jyrkästi keskiviikon jälkikaupankäynnissä kiihtyvän pilvipalvelukasvun myötä, mutta Philadelphian puolijohdeindeksi on ajautunut karhumarkkinaan.
Lähteet (35)
  1. 1 Daily: Tech earnings point to a broader AI trade www.ubs.com
  2. 2 Google goes cash flow negative for the first time as AI data ... www.tomshardware.com
  3. 3 Meta's Free Cash Flow Dwindles to Lowest in Nearly Four ... www.bloomberg.com
  4. 4 Has the AI Bubble Burst? What the AI Stock Sell-Off Means www.indmoney.com
  5. 5 Meta Reports Second Quarter 2026 Results www.prnewswire.com
  6. 6 Alphabet Q2 Earnings Show $5.85 Billion Negative Free ... www.searchenginejournal.com
  7. 7 Microsoft Azure Q4 revenue surges 41%, tops $100 billion in annual revenue www.constellationr.com
  8. 8 Hyperscalers Tap External Financing as AI Capex Outruns Cash Flow insight.factset.com
  9. 9 Tech: Raising Hyperscaler Capex 2026 Estimates - CreditSights know.creditsights.com
  10. 10 Microsoft Cloud and AI strength fuels fourth quarter results news.microsoft.com
  11. 11 AI Capex Hits a Tipping Point as Investors Demand More Corporate Discipline | Investing.com AU au.investing.com
  12. 12 Strong Earnings, Falling Stocks: Who Is Funding AI Infrastructure? | KuCoin www.kucoin.com
  13. 13 Microsoft announces quarterly earnings release date news.microsoft.com
  14. 14 Amazon will share its Q2 2026 earnings on July 30 www.aboutamazon.com
  15. 15 Microsoft earnings press release available on Investor ... news.microsoft.com
  16. 16 Amazon.com to Webcast Second Quarter 2026 Financial ... ir.aboutamazon.com
  17. 17 Microsoft Fiscal Year 2026 Fourth Quarter Earnings ... www.microsoft.com
  18. 18 Meta Platforms Inc (META) (Q2 2026) Earnings Call ... finance.yahoo.com
  19. 19 Amazon releases its earnings on 30 July, and AWS growth ... www.instagram.com
  20. 20 Microsoft to report Q4 earnings as investors look for return ... finance.yahoo.com
  21. 21 Meta (META|$1507.5B) - 2026 Q2 Earnings Analysis www.youtube.com
  22. 22 Amazon.com Earnings Dates, Upcoming and Historical marketchameleon.com
  23. 23 FY26 Q3 - Press Releases - Investor Relations www.microsoft.com
  24. 24 Meta to Announce Second Quarter 2026 Results investor.atmeta.com
  25. 25 Amazon.com (AMZN) Earnings Date and Reports 2026 www.marketbeat.com
  26. 26 Alphabet Reports Negative Cash Flow in Q2 2026 www.linkedin.com
  27. 27 FY26 Q1 - Intelligent Cloud Performance - Investor Relations www.microsoft.com
  28. 28 $GOOGL Reported Negative Free Cash Flow in Q2 2026 ... www.reddit.com
  29. 29 FY26 Q4 - Press Releases - Investor Relations www.microsoft.com
  30. 30 The AI Capex Bubble: Bigger Than You Think, Funded by You Don't ... pinetreemacroresearch.substack.com
  31. 31 Alphabet Q2 2026: The Quarter where Free Cash Flow Went ... senanni.substack.com
  32. 32 AI Investment boom pressures Big Tech cash flow finance-commerce.com
  33. 33 FY26 Q2 - Performance - Investor Relations www.microsoft.com
  34. 34 Why AI Companies May Invest More than $500 Billion in 2026 www.goldmansachs.com
  35. 35 A veteran investor says this is the most important AI capex number that markets should watch www.google.com
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