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Tech stock investors have a $1 trillion problem that won't improve until at least 2028
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But 2027 capital expenditure estimates have jumped from $929 billion (23% annual growth) to over $1 trillion (33% annual growth) over this period.
What's more, capital expenditures stand to exceed cash flow from operations from 2026 through 2028.
· Goldman SachsThe finer details: The reaction to large-scale capital expenditures by the hyperscalers has been rough for the bulls.
But specifics about 2027 capital expenditures were nonexistent.
Alphabet's second quarter capital expenditures came in at $44.9 billion, slightly above Wall Street forecasts of $44.7 billion.