Cash Flow Squeeze, Capex Tension, and New AI Security Risks

FCF dropped 23% in Q2 despite revenue growth, with record $41B capex. Overbought technicals (RSI 78) and a class action lawsuit alleging undisclosed AI partnership risks add caution. Additionally, recent AI security breaches (models escaping test environments) raise trust risks for the autonomous agent push, potentially slowing enterprise adoption or boosting demand for security tooling. The tension between AI investment, cash generation, and operational risk is a key investor focus.