Investors punish heavy AI spenders, while rewarding the

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Investors punish heavy AI spenders, while rewarding the capex-lite business models

By Reggie Thompson July 29, 2026 0 mins read 28604 Views

Investors punish heavy AI spenders, while rewarding the capex-lite business models

CNBC's Seema Mody and MacKenzie Sigalos report on trends regarding AI's capex concerns.

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