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Cash takes centre stage as investors rethink AI spending boom

Source: Economic Times · Oct 29, 2026 18:57 UTC

The Quick Take

Investors are increasingly focused on technology companies' cash generation capabilities to fund artificial intelligence investments. Microsoft and Oracle are gaining positive attention from investors, while Alphabet faces challenges due to rising AI costs. Alphabet's spending has surpassed its operating cash flow, raising concerns about its financial sustainability. In contrast, Microsoft's stron

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