US hyperscalers announced huge expansions in capex, which Wall Street greeted with suspicion. https://www.bloomberg.com/news/newsletters/2026-02-06/amazon-meta-microsoft-and-google-s-huge-capex-plans-got-a-sour-reception?taid=6985d8faaf018300012c9521&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter