Google, Microsoft, Meta, Amazon, Apple: Big Tech leadership in US stock market breaking down?
Jefferies said the capex of the four major hyperscalers, namely Microsoft, Amazon, Google and Meta Platforms, is forecast to rise to $620 billion in 2026, up 65 per cent year-on-year from the $376 billion spent in 2025.
Jefferies said the capex of the four major hyperscalers, namely Microsoft, Amazon, Google and Meta Platforms, is forecast to rise to $620 billion in 2026, up 65 per cent year-on-year from the $376 billion spent in 2025.
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