This Week's Market Wrap: AI Moving Fast And Breaking Things
Source: SeekingAlpha
2026-02-13 22:50:00 ET
By Ryan J. Puplava
AI Capex Supercycle Collides With Software and Hardware Reality
Hyperscaler and platform spending remained the backbone of bullish sentiment. Amazon’s ( AMZN ) staggering $200 billion 2026 capex plan underscored that cloud leaders are spending aggressively to secure compute dominance, even at the expense of near-term profitability....
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This Week's Market Wrap: AI Moving Fast And Breaking Things
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