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@danieltniles
Founder of Niles Investment Management, Tech Nerd, Bad Tennis Player, Proud Dad. Posts are for information purposes only & never investment advice.
World & Business
Hyperscalers reported heavy Q3 capital expenditures (collectively ~$207B annualized, ~$740B+ full-year guidance) for AI infrastructure, resulting in negative or sharply reduced free cash flow. Markets reacted with sharp drops in Nasdaq and Mag7 stocks, raising ROI timeline questions.
Technology
The Register quoted Google's regional error notice; Emma and Synapse attributed their downtime to the London outage.
