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Cash Is the New AI Scorecard — Which Megacap Can Defend It?

QQQ fell 1.42% and the S&P 500 0.30% Thursday as investors focused on Big Tech’s AI spending and cash returns. Amazon missed estimates with $201.9B revenue and $1.89 adjusted EPS. AWS grew 39% to $48.1B, but shares fell another 7.30% after hours as trailing 12-month free cash flow dropped 35% to $42.2B. Microsoft slipped 0.16%, while Meta gained 1.96%. Which of Amazon, Microsoft, or Meta will first prove AI investment can generate cash returns?

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