Wall Street is becoming increasingly concerned about Big Tech CapEx:
22% of global fund managers now believe companies are deploying too much CapEx, the 2nd-highest on record.
Since 2005, the only higher reading was 33% in February 2026.
In the prior 20 years of the survey,#OpenAIPlansDesktopSuperapp #AnimocaBrandsInvestsinAVAX #BinanceKOLIntroductionProgram #FTXCreditorPayouts #MarchFedMeeting