It would shock you how bearish Wall Street is on hyperscalers Microsoft, Amazon, Alphabet, Meta and Oracle

Ho-hum Costco (COST) and Walmart (WMT) are trading on fatter PE ratios than every single major high-growth hyperscaler: Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG), Meta (META) and Oracle (ORCL). Looking to get a sense of how bearish Wall Street has quickly gotten on the AI trade? This data point is it! (GOOG ) Go deeper with AlphaSpace 278.22 -4.10 (-1.45%) At close: October 30 at 4:00:01 PM EDT 281.16 +2.94 (+1.06%) Pre-Market: 5:52:13 AM EST Hyperscalers with an average 21% revenue growth are trading at an average forward PE ratio of 20.7 times, according to a new analysis from S&P Global Market Intelligence (chart below). Costco and Walmart trade on forward PE ratios of 44 times and 41 times, respectively.