Key Points The AI boom is real. Customer commitments reduce near-term risk, but they don't eliminate long-term uncertainty. The key question isn't whether AI will transform the economy. It's whether the incremental dollars invested in AI infrastructure will generate an attractive incremental return. These 10 stocks could mint the next wave of millionaires › $760 billion. That's roughly how much Amazon (NASDAQ: AMZN) , Alphabet , Microsoft , and Meta Platforms are expected to spend on capital expenditures in 2026. The number is staggering. It's also growing rapidly. The four companies spent roughly $413 billion in 2025, meaning their combined capital spending could jump by more than 80% in just one year. Missed Nvidia in 2009?
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