Concerns mount over Big Tech's massive AI investments potentially risking investor returns.
What Happened
On November 7, 2025, discussions highlighted the risks of Big Tech's AI spending. According to CNBC, questions arise if the spree poses risks to investors.
Why
Escalating capex on AI infrastructure may strain cash flows without proportional returns, amid bubble fears.
Expert Opinion
CNBC experts query, "Is Big Tech's AI spending spree a risk to investors?"
What to Expect
Increased scrutiny on earnings reports, potential cutbacks if returns lag.