Big Tech's AI Spending Spooks Investors: Is it a Buying Opportunity?
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CNBC TV1810-02-2026, 06:22

Big Tech's AI Spending Spooks Investors: Is it a Buying Opportunity?

  • Big Tech's massive AI spending plans, revealed in recent quarterly reports, have unsettled investors.
  • Microsoft, Meta, Amazon, and Alphabet's capital expenditures are projected to reach $588 billion by 2026.
  • Canaccord Genuity suggests historical trends indicate these sell-offs could be buying opportunities.
  • Despite strong growth, stocks like Amazon, Microsoft, Alphabet, and Meta have seen recent declines.
  • Concerns remain about the profitability of AI and the companies' increasing reliance on debt to fund projects.

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