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[ARTICLE · art-66077] src=ca.finance.yahoo.com ↗ pub= topic=artificial-intelligence verified=true sentiment=· neutral

AI capex to Pass $1 trillion by 2027: Strategist

Raymond James Investment Management chief market strategist Matt Orton predicts artificial intelligence capital expenditure will surpass $1 trillion by 2027, driven by strong cloud monetization and capacity constraints, while warning that chip stocks could face a 15% to 20% sell-off if Big Tech fails to raise spending guidance.

read1 min views2 publishedJul 20, 2026
AI capex to Pass $1 trillion by 2027: Strategist
Image: Ca (auto-discovered)

Raymond James Investment Management chief market strategist Matt Orton predicts 2027 AI capex will top $1 trillion driven by strong cloud monetization and capacity constraints, warning that chip stocks could face a 15% to 20% sell-off if Big Tech fails to raise spending guidance.

source & further reading
ca.finance.yahoo.com — original article China’s GigaAI Seeks 2026 Hong Kong IPO in First for World Model UBS Trading Desk Says Buy Momentum Stocks as Selloff Nears End US judge approves Anthropic's $1.5 billion settlement of copyright lawsuit
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