La amenaza de burbuja en la IA sorprende a los gigantes tecnológicos con la inversión en máximos históricos
Cinco Días reports that a slump in tech stocks has set off talk of an AI bubble just as Alphabet, Meta, Amazon and Microsoft pursue record investment — 774 billion dollars in 2026, much of it in servers and data centers — leaving most with negative free cash flow and suspended buybacks. The companies are hoarding liquidity with deals near 400 billion dollars while Oracle, down more than 50% from its high, still forecasts 30 billion dollars in positive free cash flow by fiscal 2029.
