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Tech giants boost Capex again! What's the outlook for future stock prices?

On February 6 Beijing time, Amazon released its latest earnings report: Q4 revenue grew 14% to $213.4 billion, but the company projected cap Show More
On February 6 Beijing time, Amazon released its latest earnings report: Q4 revenue grew 14% to $213.4 billion, but the company projected capital expenditures of $200 billion for 2026, causing its stock price to drop more than 9% at the opening. Previously, Google also significantly raised its capital expenditure forecast for 2026, yet its stock price reversed early losses to close slightly down. Meta and Apple delivered positive earnings reports, prompting a post-results rally in their share prices, while Microsoft's weaker-than-expected earnings weighed on its performance. What’s your take on Amazon’s sharp decline following its earnings? Which tech giant are you most optimistic about in terms of future performance this earnings season?
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