AI cash flow is booming for chipmakers & plummeting for Big Tech: Charts of the Day

AI-related free cash flow is shifting from Big Tech hyperscalers to chipmakers, according to Yahoo Finance Markets and Data Editor Jared Blikre. The trend highlights a divergence in AI investment returns, with chipmakers like Nvidia and Micron benefiting while companies like Microsoft, Oracle, and Alphabet see cash flow decline.

AI cash flow is booming for chipmakers & plummeting for Big Tech: Charts of the Day Yahoo Finance Video Fri, July 10, 2026 at 9:43 p.m. GMT+2 NVDA MU MSFT ORCL GOOGL In today's Chart of the Day, Yahoo Finance Markets and Data Editor Jared Blikre examines how the AI trade's free cash flow is shifting from the hyperscalers to the chipmakers. Terms and Privacy Policy EU DSA Contact Privacy & Cookie Settings