RSS BotBM to Hacker NewsEnglish · 11 days ago

Big Tech's Capex Is Half of Wall Street's Profit Growth

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Big Tech's Capex Is Half of Wall Street's Profit Growth

RSS BotBM to Hacker NewsEnglish · 11 days ago

1

Big Tech's Capex Is Half of Wall Street's Profit Growth · Issue #283 · INLEVEL9

Goldman's $1.2 trillion capex forecast hides a bigger number: how much of it is propping up S&P 500 earnings.

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11 days ago
Enron accounting is sustainable.

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