The Great AI Capex Divergence: S&P 500 Hits Record While the Companies Paying for AI Get Crushed

AI Chips & Semis (Google News)August 8, 2026en

The S&P 500 hit a record 7,737 as chip suppliers like NVIDIA surged — but SpaceX fell 13% and Google dropped 4%. Here's why the AI capex divergence is reshaping markets in 2026.

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