Mar. 15 at 8:34 AM
In 2026, Free Cash Flow (FCF) is the ultimate truth. These leaders are turning AI hype into mountains of cash:
$META: Expected to double FCF next year. Despite massive CapEx, ad-tech efficiency keeps the fortress strong.
$AVGO: A cash machine. FCF to hit
$78.7B by 2027 (from
$49B), driven by AI chip dominance.
$ORCL: Operating cash flow scaling to
$35B next year as AI cloud orders convert to cash.
$MU: The ultimate reversal. FCF jumping from
$2B in 2025 to
$36B by 2027 thanks to sold-out HBM capacity.
$APP: Software efficiency king. Doubling FCF in 3 years with 20%+ sustained growth.