🇺🇸WALL STREET IS INCREASINGLY CONCERNED ABOUT THE CAPITAL SPENDING OF BIG TECH COMPANIES.

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🤍22% of fund managers globally now believe that companies are overinvesting in capital expenditures, the second-highest rate on record.
🤍Since 2005, this figure has only been higher once – 33% in February 2026.
🤍Over the previous 20 years of the survey, fund managers have never been concerned about companies overinvesting.
🤍By comparison, in 2017, 70% of participants believed that companies were underinvesting.
🤍Even during the 2008 financial crisis, only 10% of respondents said companies weren't spending enough.
❗️Institutional investors are increasingly concerned about the capital expenditures of large tech companies.