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AI build-out hits snag as Google and Microsoft put off raising capex forecasts

CNBC Markets · Thu, 29 Oct 2026 12:10:29 GMT

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OmniFin Portal's take

Excerpt from CNBC Markets: “Microsoft and Alphabet both reported capital expenditures that fell short of estimates, adding to concern over the cost of the AI build-out.”

Rule-based headline sentiment: Bearish