Uh-oh, accounting concerns circle the AI boom

2025-11-28 10:53:47 ET

As investors start to care about returns from all the spending on artificial intelligence, accounting is becoming a big topic of concern. In his Breaking Analysis this week, Dave Vellante makes the case that GPUs have plenty of legs, quelling most concerns that lengthening depreciation times are a red flag. That said, Meta is particularly, […]

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