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Dragos-Stefan Mateiasi

@dragos-mateiasi

Wall Street’s view of Big Tech may be far more bearish than many investors realize.

Microsoft, Amazon, Alphabet, Meta and Oracle are growing revenue at an average rate of about 21% — yet they trade at an average forward P/E of roughly 20.7x.

Meanwhile, slower-growing Costco and Walmart are trading at significantly higher multiples.

Why the disconnect?

Investors are increasingly focused on massive AI capital spending, weakening free cash flow and whether hyperscalers will eventually need to rein in spending to satisfy shareholders.

The AI story isn’t disappearing. But the market is clearly demanding something new: proof that enormous AI investments can translate into equally enormous returns.

#ArtificialIntelligence #BigTech #Investing #StockMarket #AI #WallStreet

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Dragos-Stefan Mateiasi

@dragos-mateiasi

AI financing: The money behind the boom
The AI boom isn’t just a technology story. It’s a financing story.

Banks are planning to sell up to about $21 billion in bonds as part of a $63 billion financing package arranged by Broadcom to help fund chips for Anthropic. The bond sale could begin in early 2027, with its final size and timing dependent on market conditions. uk.finance.yahoo.com

That raises a question beyond which company builds the best AI: How much debt are investors willing to provide to support the infrastructure behind it?

Does this scale of financing signal confidence in AI’s future—or make the risks worth a closer look?

#ArtificialIntelligence #BondMarket #TechInvesting

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Radu Petruta

@radupt

Big Tech’s next test: show us the returns
Billions invested in AI. Now comes the earnings test.

Alphabet, Microsoft and Amazon report this week, with investors looking for evidence that heavy AI spending can deliver sustainable profits. The backdrop is cautious: the S&P 500 fell 0.5% on Friday, completing its second consecutive weekly decline. AP News

Borrowing costs are adding pressure to companies financing their AI expansion with debt. AP News

My focus this earnings season: cash generation, spending commitments and measurable returns—not just ambitious announcements.

What would convince you that the AI investment boom is paying off?

#Finance #Earnings #ArtificialIntelligence

Dragos-Stefan Mateiasi

@dragos-mateiasi

🚨 FORMER GOOGLE CEO'S EARLY AI BET COULD BE WORTH $20 BILLION! 🤯💰

Former Google CEO Eric Schmidt reportedly owns around 1% of Anthropic, the company behind Claude AI.

And that early investment could turn into one of the biggest individual wins of the AI boom.

📊 Here's the breakdown:

🔹 2021: Schmidt invested tens of millions of dollars when Anthropic was valued at approximately $461 million.

🔹 2026: Anthropic's latest private funding valuation reached $965 billion.

🔹 Potential IPO: Investors have reportedly discussed valuations as high as $2 trillion.

💵 At a $2 trillion valuation, a 1% stake would be worth approximately $20 BILLION!

The exact value remains uncertain, and it's unclear whether Schmidt has sold any of his shares.

This highlights something extraordinary about the AI revolution:

Some of the biggest fortunes may be made not by trading AI stocks, but by backing the right companies early.

👇 Do you think Anthropic can justify a trillion-dollar-plus valuation?

🔗 Read the story: https://finance.yahoo.com/technology/ai/articles/eric-schmidt-1-anthropic-stake-211800947.html

#Anthropic #ClaudeAI #EricSchmidt #ArtificialIntelligence #AIStocks #IPO #Investing #TechNews

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Dragos-Stefan Mateiasi

@dragos-mateiasi

🚨 AI DATA CENTER CONSTRUCTION COULD DOUBLE IN 2027! ⚡🤖

The AI infrastructure boom is showing no signs of slowing down.

According to research from SemiAnalysis, annual additions to data center IT capacity outside China could surge from 25 gigawatts in 2026 to 51 gigawatts in 2027! 📈

That's more than DOUBLE in just one year.

💡 But there's a catch: Building data centers is one thing. Securing enough electricity to power them is another.

Companies like Nvidia ($NVDA), Vertiv ($VRT), Amazon ($AMZN), and Microsoft ($MSFT) are at the center of this massive infrastructure expansion.

The big question: Will electricity supply become the biggest bottleneck in the AI revolution?

👇 What's your take? Is the AI infrastructure boom just getting started?

🔗 Read more: https://finance.yahoo.com/markets/article/great-scott-the-ai-fueled-data-center-build-out-could-double-next-year-chart-of-the-day-100000440.html

#ArtificialIntelligence #AI #DataCenters #Nvidia #Investing #TechStocks #StockMarket

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