Investing.com -- A surge in artificial intelligence-related capital spending is unlikely to undermine share buybacks across the broader U.S. equity market, according to a Deutsche Bank strategy note, which said record corporate earnings continue to support shareholder returns despite a sharp rise in investment spending.

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Amazon quietly raises price tag on the AI boom

Yahoo2026.06.28

Amazon (AMZN) is telling investors that the artificial intelligence boom comes with a very real price tag. And Wall Street needs to take note. Amazon Web Services quietly posted an update to the pricing for Amazon EC2 Capacity Blocks for ML, a reservation product that allows customers to lock in ...

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Wall Street Thinks AI Capex Is Unsustainable -- Here's Why Big Tech Keeps Spending Anyway

Yahoo2026.06.28

Is AI fatigue setting in?