Big Tech AI spending plans should allow Nvidia longs to rest easier after DeepSeek scare
Morgan Stanley updated its capex forecast for the four hyperscalers, expecting the spending to grow to $367 billion in 2026 from $315 billion in 2025.
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Nasdaq futures tumble after Chinese lab DeepSeek rolls out free AI app in threat to US dominance
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Morgan Stanley has cut its forecast for UK growth this year to 0.9…
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