tech

February 9, 2026

Big Tech's gigantic AI spending plans are spooking investors. But history shows that's when you want to buy

The recent pullback in megacaps could prove a buying opportunity so long as the companies' growth remains attractive.

Big Tech's gigantic AI spending plans are spooking investors. But history shows that's when you want to buy

TL;DR

  • Big Tech companies are planning substantial increases in capital expenditure for AI initiatives.
  • Microsoft, Meta, Amazon, and Alphabet's spending plans have worried investors about future profitability.
  • Canaccord Genuity views the current stock selloffs as a potential buying opportunity if growth profiles are attractive.
  • The projected combined capital expenditures could represent a significant portion of U.S. GDP.
  • Companies are also utilizing debt markets to fund these infrastructure projects.
  • Despite recent stock declines, some companies like Alphabet and Amazon have shown accelerating revenue growth.
  • The overall market outlook outside of tech remains constructive, with signs of rotation out of tech.

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