Tag Archives: AI Capex


Big Tech Divergence Shakes Hedge Fund Positioning: AI Capex Splits the “Magnificent 7”

April 30, 2026 : Permalink

(HedgeCo.Net) A defining shift is underway across global equity markets—and hedge funds are moving quickly to adapt. Following a volatile earnings cycle among the largest technology companies, a growing divergence within the so-called “Magnificent 7” is forcing portfolio managers to […]

Bridgewater Associates Issues, Structural warning. AI boom entering”dangerous phase.”

March 6, 2026 : Permalink

The $650 Billion Milestone: (HedgeCo.Net) Bridgewater’s proprietary research indicates that the four primary hyperscalers—Alphabet, Amazon, Meta, and Microsoft—are on track to spend a combined $650 billion on AI infrastructure in 2026. This is a monumental shift from the $410 billion spent in 2025. To fund […]