Alphabet Drops 10% on AI Capex Fears: Memory Chip Rally Reveals a Split Market
Alphabet stock dropped roughly 10% on June 22 as investors balked at a $180 billion AI capex program with no clear FCF recovery timeline. On the same day, SK Hynix overtook Samsung as South Korea most valuable company, lifted by a high-bandwidth memory shortage that architectural physics and 4-year
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Alphabet stock dropped roughly 10% on June 22 as investors balked at a $180 billion AI capex program with no clear FCF recovery timeline. On the same day, SK Hynix overtook Samsung as South Korea most valuable company, lifted by a high-bandwidth memory shortage that architectural physics and 4-year
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This brief is filed under ORCL earnings, business, market and investor coverage.
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