CMC Asset Watch: this week, beating expectations wasn't enough.The AI buildout has split the market into two camps: who pays for it, and who gets paid.The payers struggled. Alphabet fell 5.21% despite 23% revenue growth, punished for capex guidance up to $205bn, negative free cash flow and $25bn of new debt. Apple and Amazon slipped tooThe suppliers won. That money lands on someone else's revenue line: Samsung +16.0%, Nanya +12.4%, TSMC +3.7%, as Samsung's own DRAM prices rose in the mid-40s percent on the ...