Big Tech's Capex Is Half of Wall Street's Profit Growth
speckx
13 points
19 comments
October 01, 2026
Related Discussions
Found 5 related stories in 98.1ms across 8,245 title embeddings via pgvector HNSW
- Why Big Tech's AI Spending Is $3T Higher Than It Seems doener · 17 pts · August 17, 2026 · 58% similar
- Big Tech Isn't Hiding $1.65T of Debt kellyluu · 21 pts · July 23, 2026 · 58% similar
- Big Tech Needs to Justify AI Spending as Investors Dump Stocks 1vuio0pswjnm7 · 19 pts · July 20, 2026 · 56% similar
- Big Tech uses guarantees to keep $300B AI exposure off balance sheets sbulaev · 37 pts · September 20, 2026 · 54% similar
- Alphabet's cash burn raises alarm for Big Tech as AI spending climbs 1vuio0pswjnm7 · 260 pts · July 23, 2026 · 54% similar
Discussion Highlights (3 comments)
jqpabc123
in other words, the entire stock market is now being driven by "Enron" accounting where nothing is really as it appears.
tom_
> The English draft accurately matches the Korean source with correct numbers, headings, footnotes, and links. No Hangul remains. No corrections needed. Good to hear!
simpaticoder
Unless something big changes we're heading toward a period of unprecedented capital concentration, even more than we have now which is extreme. There will be a few winners out of the current frontrunners who own all non-physical human-like labor. Owning a few tens of shares in those companies will be generational wealth, so it makes sense more money is flowing into the stock market and into tech stocks in particular.