Alphabet, Nvidia win the AI margin trade as Amazon, Apple, and Meta underperform S&P 500
Автор: CNBC Television
Загружено: 2025-12-29
Просмотров: 7486
Описание: CNBC’s MacKenzie Sigalos reports on the Mag7 splitting into AI “earners” and “spenders” — with investors rewarding companies converting capex into profit now, and warning that model convergence could make distribution the next deciding edge in 2026.
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