Hyperscalers go cash flow positive by 2027? Sozzi says that bull case is silly | Sozzi Unleashed
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Intel warned that memory chip prices are pushing PC costs up and demand down. Brian Sozzi says that is not what is wrong with tech. He puts the rout on the hyperscalers, whose AI bills are landing larger than Wall Street priced in, and he traces how a capex problem turns into a credit problem. Amazon's free cash flow is now an outflow of $42.4 billion over twelve months, against an inflow of $14.8 billion a year earlier. Then the show changes genre. Two food executives on rebuilt nuggets and a Starbucks morning rush. Featuring Tom Curtis, President, Burger King U.S. and Canada Brian Niccol, Chairman and Chief Executive Officer, Starbucks Timestamps 0:00 How far the Magnificent Seven have fallen from their highs 1:53 Don't blame Intel. Blame the hyperscalers' AI bills 4:35 What it would take for Alphabet's P/E to recover 6:41 Intel's memory warning, and why your next PC costs more 9:02 Burger King's nuggets, its fries, and passing Wendy's 18:05 Starbucks the morning after earnings #Amazon #Intel #AICapEx #Starbucks #SozziUnleashed #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571
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