Tag
capex
2 articles
Amazon's $220B AI Bet Triggers Sell-Off as FCF Turns Negative
AMZN shares fell 1.4 percent after Q3 earnings revealed a $33.4 billion free cash flow loss driven by massive AI infrastructure spending, raising questions about near-term cash generation.

AI Capex Boom Pressures Equipment ABS Spreads — $550B Build Drives Credit Repricing
Hyperscalers' $550 billion annual capex push is flooding the equipment-backed securities market, compressing spreads and forcing fixed-income investors to demand higher compensation for duration risk.