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Tech Selloff Deepens After Alphabet Details $175–$185 Billion AI Capex for 2026

Doubts over quick AI payoffs are driving a rotation toward cheaper, cyclical stocks.

Alphabet Set to Report Q4 Results as Investors Eye AI Payoff

Alphabet Tops $4 Trillion as Apple Taps Gemini to Power Next‑Gen Siri

Microsoft Rebuts AI Sales-Target Report as Market Reassesses Generative-AI Demand

WSJ: OpenAI to Buy $300 Billion of Oracle Compute in Five-Year Deal