AI capex surge lifts US earnings but raises sustainability questions
Published 18 h ago6 sourcesEvidence: Reported
Oracle raised its long-term free cash flow target to $30bn by 2029 and capped additional data centre capital raising at $20bn, signaling faster returns on AI investments. The market reacted positively, with shares jumping 12%. This suggests improved confidence in AI monetization, though execution risks remain.
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Published 18 h ago6 sourcesEvidence: Reported
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