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Michael Miebach

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12:30
2026-07-26
ca.finance.yahoo.com
artificial-intelligence

Why are investors freaking out about Big Tech's booming AI capex?

Investors are punishing Big Tech stocks for rising AI capital expenditures, but AMD CEO Lisa Su, Mastercard CEO Michael Miebach, and IBM CFO Jim Kavanaugh all report strong AI monetization and product…

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