Surging AI Capital Expenditures, France's Fiscal Crisis, and McDonald's Stock Decline
MSFT Microsoft Corp
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View chart & analysis → - 12026 is approaching, the first year when the combined operating cash flow of five companies—Oracle, Microsoft, Amazon, Meta, and Alphabet—will be exceeded by capital expenditures.
- 2McDonald's stock fell 32% from its all-time high in February as customer visits declined.
- 3France has shown a fiscal situation where government spending and taxes have exceeded 50% of GDP for 35 years.
So what's the key point?
A time is approaching when the money spent on artificial intelligence will be more than the money companies earn. McDonald's stock fell 32% due to fewer customers, and France has very high government spending.
Source Fortune · View original ↗
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