AMZNUSDT

Perp

239.86

+0.33%

$GOOGL CAPEX SHOCK: $5.3T AI SPENDING RESET ⚡

Goldman now expects the four largest hyperscalers, including $GOOGL, $META, and $AMZN, to spend a combined $5.3 trillion in capex from 2025 to 2030, up from $4.5 trillion after Q1 earnings. The revision reinforces the structural demand backdrop for upstream semiconductor supply chains and AI infrastructure providers.

This is a liquidity and earnings-duration theme, not a short-term trade signal. Markets may continue repricing beneficiaries, but valuation discipline remains critical as capex expectations rise.

Not financial advice. Manage your risk.

#Aİ #semiconductor #Macro #TechStocks #BinanceSquare

🧭

METAUSDT

Perp

571.74

+0.11%

GOOGLUSDT

Perp

363.77

+0.70%