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Exorcising the AI Ghost

Exorcising the AI Ghost

Morning Brief

February 19, 202612m 7s

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Show Notes

This month’s earnings reports from Amazon, Microsoft, Google, Meta, and Apple revealed a combined staggering USD700 billion capital expenditure for 2026. This caused a massive sell down in tech space. We ask Dan Ives, Managing Director, Wedbush Securities if this is actually a buying opportunity or is the tech boom cycle over.

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