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AI Market Polarization: Winners and Losers Divided by Capital Access and Political Variables

The Motley Fool +1 · ·by G4L

GOOG Alphabet Inc
$284.92 -0.38%
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CRWV CRWV -0.51%
  1. 1Alphabet and Amazon recorded negative free cash flow in the recent quarter.
  2. 2At the end of Q2, CoreWeave's debt and lease liabilities totaled $51.4 billion with $6.4 billion in cash reserves.
  3. 3UBS analysts estimate a risk that approximately 30% of the projected capacity additions for 2028 could be delayed after the election.

So what's the key point?

Alphabet and Amazon recently spent more money than they earned. CoreWeave has $51.4 billion in debt, which is much higher than its cash, creating potential risk.

Source The Motley Fool +1 · View original ↗

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