It would shock you how bearish Wall Street is on hyperscalers Microsoft, Amazon, Alphabet, Meta and Oracle — Live Feedhttps://www.live-feeds.com/feed/it-would-shock-you-how-bearish-wall-street-is-on-hyperscalers-microsoft-amazon-alphabet-meta-and-oracleContinuously updated, source-cited coverage. Wall Street turns bearish on AI hyperscalers despite strong earningshttps://www.live-feeds.com/feed/it-would-shock-you-how-bearish-wall-street-is-on-hyperscalers-microsoft-amazon-alphabet-meta-and-oraclehttps://www.live-feeds.com/feed/it-would-shock-you-how-bearish-wall-street-is-on-hyperscalers-microsoft-amazon-alphabet-meta-and-oracle#u176223Thu, 05 Nov 2026 03:16:39 +0000Investors have grown sharply negative toward hyperscalers including Microsoft, Amazon, Alphabet, Meta, and Oracle. Despite strong Q3 earnings from companies like Meta, Amazon, and Microsoft, stocks continue to struggle, contributing to over $2 trillion wiped from the Nasdaq. Markets are now prioritizing cash flow as a critical AI metric. Some analysts suggest that Democratic control of the House and Senate could actually benefit shareholders by forcing capital expenditure discipline through tighter data center building rules, which would repair free cash flow while capacity remains scarce.Why