https://www.live-feeds.com/feed/wall-street-just-got-a-candid-look-at-who-is-winning-the-ai-raceContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/wall-street-just-got-a-candid-look-at-who-is-winning-the-ai-racehttps://www.live-feeds.com/feed/wall-street-just-got-a-candid-look-at-who-is-winning-the-ai-race#u178902Thu, 05 Nov 2026 22:16:42 +0000Wall Street is questioning the sustainability of the AI investment splurge as Big Tech firms prioritize data center expansion over shareholder returns. During the final week of October, leaders including Elon Musk and Andy Jassy detailed their plans to fund ongoing AI development. This spending blitz has resulted in the smallest share of cash returned to shareholders in 15 years. While some analysts suggest the trade is not yet over, others indicate that the massive cash burn required for infrastructure is alarming investors.Why it mattersThe Magnificent Seven and other tech giants are racing