According to The Kobeissi Letter, a record 50% of S&P 500 companies mentioned 'AI' during their Q4 2024 earnings calls, marking a fivefold increase over the past two years. Despite recent disruptions from DeepSeek, large cap tech stocks continue to invest heavily in AI-related capital expenditures.

According to The Kobeissi Letter, a record 50% of S&P 500 companies mentioned 'AI' during their Q4 2024 earnings calls, marking a fivefold increase over the past two years. Despite recent disruptions from DeepSeek, large-cap technology stocks are significantly increasing their capital expenditures, indicating sustained investor interest and potential impact on stock prices. This trend is key for traders focusing on tech stocks as AI continues to drive corporate strategies and market valuations.

According to The Kobeissi Letter, Alphabet's announcement to invest $75 billion in capital expenditures in 2025 is seen as a crucial move that will likely ease concerns in the chip industry. This significant investment highlights the continuous commitment of large-cap tech companies to AI infrastructure, even in the wake of disruptions like DeepSeek's. Such investments could drive demand for semiconductor components, impacting trading strategies in the tech and chip sectors.

According to The Kobeissi Letter, Alphabet's announcement to invest $75 billion in capital expenditures in 2025 is pivotal for the chip industry, easing existing fears and indicating sustained growth in AI infrastructure investments by large-cap tech companies, despite challenges from competitors like DeepSeek.