AI Investment Boom Splits Market As Mega-cap Firms Gain While DoorDash, Duolingo, And Roblox Stocks Plunge

Benzinga 2025-11-11

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Big tech is being rewarded for heavy AI spending, while smaller tech companies are getting hit. Amazon, Alphabet, and Microsoft gained on higher capex guidance, but DoorDash, Duolingo, and Roblox saw sharp selloffs as investors questioned whether their AI investments will pay off.

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