المصدر: Schwab Network
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NVDA Growing "Kingmaker" Role in AI Buildout as GOOGL Races for "True" AI
"We've seen a strong shift in company selling compute versus buying compute," says Noah Kann. He points out Alphabet (GOOGL) signaling negative free cash flow in earnings and its following stock sell-off as an example.
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المصدر: Schwab Network
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