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Wall Street Lunch: Wall Street Questions Big Tech’s $700B Hyperscaler Bet (undefined:GOOG)
Seeking Alpha· 2026-05-12 01:15
denisik11/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Hyperscaler capex looks better when compared to AT&T's Depression spending. (0:15) Intel gains after SK hynix partnership report. (2:08) Inspire Brands preps for one of history's largest restaurant IPOs. (2:45) This is an abridged transcript of the podcast: Our top story so far, Wall Street is increasingly nervous about hyperscaler capex. The combined capital expenditure of Amazon (AMZN), Microsoft (MSFT), Alphabet (GO ...