Big Tech’s $200 Billion AI Spending Spree Could Make or Break Wall Street’s Rally

Big Tech’s $200 Billion AI Spending Spree Could Make or Break Wall Street’s Rally

America’s largest companies are preparing record AI budgets for 2026, with Microsoft, Amazon, and Google leading a $200 billion infrastructure buildout. Analysts warn this next wave of spending will test whether the AI-fueled stock market boom can actually last.

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