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Business • 2026-11-02, 08:18 ET • ~1 min read

It would shock you how bearish Wall Street is on hyperscalers

وال اسٹریٹ ہائپر اسکیلرز کے بارے میں کتنی مایوس ہے، یہ جان کر حیرت ہوگی

वॉल स्ट्रीट हाइपरस्केलर्स को लेकर कितना निराश है, यह जानकर हैरानी होगी

It would shock you how bearish Wall Street is on hyperscalers

Key points

اہم نکات

मुख्य बातें

  • Wall Street has turned strikingly bearish on the five big cloud and AI spenders — Microsoft, Amazon, Alphabet, Meta and Oracle — even though they are still growing fast.
  • An S&P Global Market Intelligence analysis puts their average revenue growth at 21 percent with an average forward price-earnings ratio of 20.7, below slower-growing retailers such as Costco and Walmart.
  • The worry is shrinking free cash flow as AI data-centre spending soars, with concern the companies may cut capital spending in 2027.
  • وال اسٹریٹ کلاؤڈ اور اے آئی پر خرچ کرنے والی پانچ بڑی کمپنیوں — مائیکروسافٹ، ایمیزون، الفابیٹ، میٹا اور اوریکل — کے بارے میں حیران کن حد تک مایوس ہو گئی ہے، حالانکہ وہ اب بھی تیزی سے ترقی کر رہی ہیں۔ ایس اینڈ پی گلوبل مارکیٹ انٹیلیجنس کے تجزیے کے مطابق ان کی اوسط آمدنی میں 21 فیصد اضافہ ہے اور اوسط فارورڈ پرائس ارننگ تناسب 20.7 ہے، جو کاسٹکو اور والمارٹ جیسی سست ترقی والی ریٹیل کمپنیوں سے کم ہے۔ تشویش یہ ہے کہ اے آئی ڈیٹا سینٹرز پر اخراجات بڑھنے سے مفت نقد رقم کم ہو رہی ہے، اور خدشہ ہے کہ کمپنیاں 2027 میں سرمایہ خرچ کم کر سکتی ہیں۔ جمعے کو ایک ٹریلین ڈالر سے زیادہ مارکیٹ ویلیو ختم ہو گئی، حالانکہ کچھ تجزیہ کار کہتے ہیں کہ گھبرانے کا وقت نہیں ہے، کیونکہ کاروباری شعبے میں اے آئی کی مانگ مضبوط ہے۔
  • वॉल स्ट्रीट क्लाउड और एआई पर खर्च करने वाली पाँच बड़ी कंपनियों — माइक्रोसॉफ्ट, ऐमज़ॉन, अल्फाबेट, मेटा और ओरेकल — को लेकर हैरान करने हद तक निराश हो गया है, हालाँकि वे अब भी तेज़ी से बढ़ रही हैं। एसएंडपी ग्लोबल मार्केट इंटेलिजेंस के विश्लेषण के अनुसार उनकी औसत राजस्व वृद्धि 21 प्रतिशत है और औसत फॉरवर्ड मूल्य-आय अनुपात 20.7 है, जो कॉस्टको और वॉलमार्ट जैसी धीमी वृद्धि वाली रिटेल कंपनियों से कम है। चिंता यह है कि एआई डेटा सेंटरों पर खर्च बढ़ने से मुफ़्त नकदी घट रही है, और आशंका है कि कंपनियाँ 2027 में पूँजीगत खर्च कम कर सकती हैं। शुक्रवार को एक ट्रिलियन डॉलर से अधिक बाज़ार मूल्य मिट गया, हालाँकि कुछ विश्लेषकों का कहना है कि घबराने का समय नहीं है, क्योंकि कारोबारी क्षेत्र में एआई की माँग मज़बूत है।

Wall Street has turned strikingly bearish on the five big cloud and AI spenders — Microsoft, Amazon, Alphabet, Meta and Oracle — even though they are still growing fast. An S&P Global Market Intelligence analysis puts their average revenue growth at 21 percent with an average forward price-earnings ratio of 20.7, below slower-growing retailers such as Costco and Walmart. The worry is shrinking free cash flow as AI data-centre spending soars, with concern the companies may cut capital spending in 2027. More than $1 trillion in market value was wiped out on Friday, though some analysts say it is not time to panic, pointing to strong enterprise demand for AI.

وال اسٹریٹ کلاؤڈ اور اے آئی پر خرچ کرنے والی پانچ بڑی کمپنیوں — مائیکروسافٹ، ایمیزون، الفابیٹ، میٹا اور اوریکل — کے بارے میں حیران کن حد تک مایوس ہو گئی ہے، حالانکہ وہ اب بھی تیزی سے ترقی کر رہی ہیں۔ ایس اینڈ پی گلوبل مارکیٹ انٹیلیجنس کے تجزیے کے مطابق ان کی اوسط آمدنی میں 21 فیصد اضافہ ہے اور اوسط فارورڈ پرائس ارننگ تناسب 20.7 ہے، جو کاسٹکو اور والمارٹ جیسی سست ترقی والی ریٹیل کمپنیوں سے کم ہے۔ تشویش یہ ہے کہ اے آئی ڈیٹا سینٹرز پر اخراجات بڑھنے سے مفت نقد رقم کم ہو رہی ہے، اور خدشہ ہے کہ کمپنیاں 2027 میں سرمایہ خرچ کم کر سکتی ہیں۔ جمعے کو ایک ٹریلین ڈالر سے زیادہ مارکیٹ ویلیو ختم ہو گئی، حالانکہ کچھ تجزیہ کار کہتے ہیں کہ گھبرانے کا وقت نہیں ہے، کیونکہ کاروباری شعبے میں اے آئی کی مانگ مضبوط ہے۔

वॉल स्ट्रीट क्लाउड और एआई पर खर्च करने वाली पाँच बड़ी कंपनियों — माइक्रोसॉफ्ट, ऐमज़ॉन, अल्फाबेट, मेटा और ओरेकल — को लेकर हैरान करने हद तक निराश हो गया है, हालाँकि वे अब भी तेज़ी से बढ़ रही हैं। एसएंडपी ग्लोबल मार्केट इंटेलिजेंस के विश्लेषण के अनुसार उनकी औसत राजस्व वृद्धि 21 प्रतिशत है और औसत फॉरवर्ड मूल्य-आय अनुपात 20.7 है, जो कॉस्टको और वॉलमार्ट जैसी धीमी वृद्धि वाली रिटेल कंपनियों से कम है। चिंता यह है कि एआई डेटा सेंटरों पर खर्च बढ़ने से मुफ़्त नकदी घट रही है, और आशंका है कि कंपनियाँ 2027 में पूँजीगत खर्च कम कर सकती हैं। शुक्रवार को एक ट्रिलियन डॉलर से अधिक बाज़ार मूल्य मिट गया, हालाँकि कुछ विश्लेषकों का कहना है कि घबराने का समय नहीं है, क्योंकि कारोबारी क्षेत्र में एआई की माँग मज़बूत है।

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