00:00It's Benzinga, bringing Wall Street to Main Street.
00:03Across the tech sector, companies are boosting spending to chase the AI boom.
00:07But Wall Street's reaction has been uneven.
00:09Mega-cap firms like Amazon, Alphabet, and Microsoft were rewarded for their heavy CapEx guidance,
00:15while smaller players such as DoorDash, Duolingo, and Roblox saw double-digit stock drops.
00:21DoorDash's 17% plunge followed plans to spend hundreds of millions on tech and acquisitions,
00:26while analysts cited margin concerns.
00:29Duolingo's shares fell 25% after the company emphasized user growth over profit,
00:34prompting a downgrade from KeyBank.
00:37Roblox slipped 16% as safety and infrastructure investments spooked investors.
00:42Analysts say investors remain cautious about non-mega-cap companies' ability to turn spending into returns.
00:47For all things money, visit Benzinga.com.
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