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Morgan Stanley upgraded capital expenditure estimates for Amazon and Meta, citing sustained AI infrastructure investment.

Analyst upgrades validate hyperscaler capex inflection and suggest market had underestimated infrastructure spending through 2027.
Trade pressSlicast · July 17, 2026 · US · Source: Google News
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Morgan Stanley upgraded capital expenditure estimates for Amazon and Meta, citing sustained AI infrastructure investment.

Analyst upgrades validate hyperscaler capex inflection and suggest market had underestimated infrastructure spending through 2027.

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Morgan Stanley upgraded capital expenditure… · Slicast