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Club portfolio

Coverage of Club portfolio in the Nexus archive.

Earliest in view: Jul 24 · 19:41 UTCMost recent: Jul 24 · 19:41 UTC

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Recent coverage

BUSINESSJul 24 · 19:41 UTCCNBC TOP
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
Alphabet is increasing its AI spending, with Capex trends becoming a key focus as Big Tech earnings approach. Club portfolio director Jeff Marks highlighted capital expenditure as the primary area of attention ahead of upcoming earnings reports.