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Google earnings: Capex may decide AI trade direction
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Google's earnings report kicks off Big Tech earnings season, with market focus on capital expenditure (capex) rather than cloud growth.
Capex levels will signal Big Tech's commitment to AI investment, influencing the broader AI trade.
A scaling back of Big Tech spending could negatively impact semiconductor stocks and the global tech trade.
Investors are watching whether companies continue heavy AI infrastructure spending.
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Rajeev Chandrasekhar / Jupiter Capital interests historically