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Tech stock investors have a $1 trillion problem that won't improve until at least 2028

Tech investors hoping for less robust AI spending may have to wait until 2028 before the fog begins to lift on this balance sheet line item. Quick analysis: Consensus estimates for 2026 hyperscaler c

Tech stock investors have a $1 trillion problem that won't improve until at least 2028
Yahoo Finance โ€” 3 August 2026
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Tech investors hoping for less robust AI spending may have to wait until 2028 before the fog begins to lift on this balance sheet line item.

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