eicker.news ᳇ tech news#Apple was the only #BigTech company to see #capex decline YoY in Q4, dropping 17% to $2.4B. While peers like Google ($175-185B) and Amazon ($200B) plan to spend $660B combined in 2026, Apple forecasts just $14B for 2026. Apple's #assetlight #AIstrategy (outsourcing to Google and OpenAI) has become a competitive advantage. https://www.tradingkey.com/analysis/stocks/us-stocks/261560213-magnificent-seven-stocks-google-msft-amzn-meta-aapl-apple-capex-tradingkey?eicker.news #tech #media #news
$660B Capex Bill Triggers $900B Wipeout: Why Apple Shares Outperform Amazon and Google Despite AI Lag
Based on financial disclosures, the combined 2026 capital expenditure forecasts for Meta, Amazon, Google, and Microsoft are projected to reach $660 billion. This figure is not only significantly higher than the $410 billion forecast for 2025 and $245 billion for 2024, but even surpasses the GDP of I