Raoul Pal Says AI Spending Has No Ceiling. Are Tech Stocks in Danger?

Raoul Pal believes the world’s biggest technology companies can keep spending on artificial intelligence almost indefinitely. However, their latest earnings show how expensive that ambition is becoming. Alphabet shares plunged after Wednesday’s earnings, as AI investments pushed quarterly free cash flow to negative $9.07 billion. Microsoft shares rose after reporting $18.6 billion in positive free cash flow. The difference raises an important question for AI stock investors: how long can Big Tech keep spending hundreds of billions before the returns become clear? The question is now more critical as China’s AI bubble just popped and crashed its stock market . Why Raoul Pal Believes AI Spending Has No Limit The Real Vision CEO argued that technology giants have enough financial strength to sustain the biggest infrastructure expansion in decades.

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