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America’s biggest tech firms just wrapped up earnings season… And they all have the same message: Their AI spending will increase. Alphabet (NASDAQ: GOOGL), Meta (NASDAQ: META), Microsoft (NASDAQ: MSFT), and Amazon (NASDAQ: AMZN) all raised their capital spending forecasts. Together, they now expect to pour more than $380 billion into infrastructure this year. Every one of these companies is racing to expand data centers, chip capacity, and software systems to handle what they’re calling limitless demand for AI. But not everyone’s buying the hype. Some analysts are warning that this kind of historic spending could inflate another tech bubble. Others question whether there are even enough resources — from energy to materials — to deliver on these massive AI promises. And while $380 billion is huge, it looks small compared to OpenAI (private), which has reportedly struck nearly $1 trillion worth of infrastructure deals with partners like Nvidia (NASDAQ: NVDA), Oracle (NYSE: ORCL), and Broadcom (NASDAQ: AVGO). Ian Wyatt *** Featured Research *** PayPal was very anti-crypto before 2025. In 2018, former CEO Dan Schulman said the company had no plans to support crypto. If they even got a whiff that you were buying or selling crypto, PayPal could restrict and even BLOCK your account. But their stance is very different in 2025. Here’s what the company just announced. The Trump Family Crypto Playbook The Trump family is known for making money in real estate. But new research shows that the Trump family earns more from these hidden investments than its real estate empire. Mastercard Bets $2 Billion Here Mastercard (NYSE: MA) is the latest payment giant doubling down on crypto after Trump passed the GENIUS Act. This could spark huge returns for these 5 hidden cryptos. © Wyatt Investment Research. All rights reserved. Wyatt Investment Research is not a broker dealer of financial advisor. This content is for informational purposes. Nothing in this email should be considered investment advice. Every investment has risk and you could lose your investment. You can review terms of use and disclosures by clicking here. You are subscribed with the following email address: penunggangbadai.moneyblog@blogger.com We love hearing from subscribers. Please reply to this email with any feedback or suggestions. Contact abuse@wyattresearchnewsletters.com to report any issues or concerns. For questions regarding your account please call 866-447-8625. Wyatt Investment Research LLC |
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