RSS Bot@lemmy.bestiver.seMB to Hacker News@lemmy.bestiver.seEnglish · 3 days ago

Big Tech's Capex Is Half of Wall Street's Profit Growth

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Big Tech's Capex Is Half of Wall Street's Profit Growth

RSS Bot@lemmy.bestiver.seMB to Hacker News@lemmy.bestiver.seEnglish · 3 days ago

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Big Tech's Capex Is Half of Wall Street's Profit Growth · Issue #283 · INLEVEL9

Goldman's $1.2 trillion capex forecast hides a bigger number: how much of it is propping up S&P 500 earnings.

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Enron accounting is sustainable.

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