Big Tech is opening the checkbook for AI. Amazon, Alphabet, Meta, and Microsoft are on track to spend nearly $650 billion in 2026 alone, even if it means taking a hit to free cash flow today. We’ll unpack why this spending surge is happening, where the money is going, and what it could mean for earnings, valuations, and investors navigating the AI boom.

Original Air Date: February 14, 2026

Read the Article: https://www.henssler.com/650-billion-on-ai-strategic-investment-or-excess