'Why Are Stocks Falling?': Top Analyst Issues Bombshell Warning As Volatility Hits Wall Street - Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN)

Peter Berezin, Chief Global Strategist at BCA Research, said in a post on X late Thursday, that major cloud and AI infrastructure providers, also known as hyperscalers, could be carrying more than $2.5 trillion in AI assets by 2030. Based on a typical 20% depreciation rate, Berezin estimates these firms, which include Big Tech names like Microsoft (NASDAQ:MSFT) , Google-parent Alphabet (NASDAQ:GOOG) and Amazon (NASDAQ:AMZN) , may face around $500 billion per year in depreciation expenses later this decade.D ...