{"id":13355,"date":"2026-05-02T04:38:34","date_gmt":"2026-05-02T04:38:34","guid":{"rendered":"https:\/\/globalnewstoday.uk\/index.php\/2026\/05\/02\/wall-street-was-wrong-on-ai-spending-curzio-research\/"},"modified":"2026-05-02T04:38:34","modified_gmt":"2026-05-02T04:38:34","slug":"wall-street-was-wrong-on-ai-spending-curzio-research","status":"publish","type":"post","link":"https:\/\/globalnewstoday.uk\/index.php\/2026\/05\/02\/wall-street-was-wrong-on-ai-spending-curzio-research\/","title":{"rendered":"Wall Street was wrong on AI spending – Curzio Research"},"content":{"rendered":"

For months, the narrative across financial media was that AI infrastructure spending had peaked. Too much capital poured in too fast, with no returns in sight.
Wall Street was rotating out of chips. The fear was real.
But then, earlier this week, Big Tech reported earnings\u2026 and the narrative fell apart.
The sector had one of its best quarters in years. More importantly, the numbers prove AI spending isn\u2019t slowing down anytime soon.
Let\u2019s take a closer look.
Start with the number that matters most: capital spending.
Amazon (AMZN) and Alphabet (GOOG) are each on track to spend roughly $200 billion annually on CapEx.
To put that number in perspective, only about 50 companies in the entire S&P 500 are worth more than $200 billion.
In other words, these companies are spending more in a single year than most large-cap companies are valued at.
And it\u2019s not slowing down. Microsoft (MSFT), Alphabet, Meta (META), and Amazon all raised capex guidance. 
Now, you might be tempted to dismiss that massive spending as speculative\u2026
But the underlying businesses tell a different story:
And importantly, they\u2019re generating billions in free cash flow even after their investments.
That\u2019s a key distinction from past bubbles, when companies spent first and hoped profits would follow.
Today, profits are already here\u2026 And they\u2019re being reinvested to capture an even bigger opportunity.
Owning Big Tech here makes sense. These are dominant companies with strong growth and massive resources.
But the more interesting opportunity lies beneath them. Every dollar those hyperscalers commit flows downstream into:
Each of these areas is seeing real demand backed by real dollars.
If you want the best way to play this trend, focus on megawatts. Data centers require enormous energy\u2014and right now, supply isn\u2019t keeping up. The companies that control power capacity are sitting on one of the most valuable assets in the AI buildout.
On yesterday\u2019s Wall Street Unplugged Premium<\/em>, Frank revealed 2 stocks sitting on incredible power assets. Get the names as soon as you start your membership<\/a>.
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All content Copyright \u00a9 2026 \u2013 Curzio Research. All rights reserved.
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source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

For months, the narrative across financial media was that AI infrastructure spending had peaked. Too much capital poured in too fast, with no returns in sight.Wall Street was rotating out of chips. The fear was real.But then, earlier this week, Big Tech reported earnings\u2026 and the narrative fell apart.The sector had one of its best […]<\/p>\n","protected":false},"author":1,"featured_media":13356,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":{"0":"post-13355","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-business"},"_links":{"self":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts\/13355","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/comments?post=13355"}],"version-history":[{"count":0,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts\/13355\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/media\/13356"}],"wp:attachment":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/media?parent=13355"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/categories?post=13355"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/tags?post=13355"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}