Alphabet's sell-off today spreads across the hyperscalers

Alphabet sell off today, it's worse in nearly three years, now spreading across the hyperscalers. With that specific subset of the Mag 7 erasing more than half a trillion dollars in market cap just today as investors reassess how much more AI spending is coming. Now the streets 2027 CapEx estimates for Alphabet now range from 320 billion to nearly 380 billion at JP Morgan, almost as much as the company generated in revenue in all of last year after management signaled another significant increase ahead.>> T ...