[3/6 17:00] Big Tech AI capex hits $618B, free cash flow collapsing / Hon Hai posts record February revenue on AI server demand

AI News Flash for March 06, 2026 at 17:00 UTC. Topics: 1. Big Tech AI capex hits $618B, free cash flow collapsing https://www.eastbaytimes.com/2026/03/06/big-tech-stocks-were-expensive-then-the-market-turned-on-ai/ 2. Hon Hai posts record February revenue on AI server demand https://focustaiwan.tw/business/202603060006 3. UK invests £40M in frontier AI research lab https://www.gov.uk/government/news/government-to-create-new-lab-to-keep-uk-in-the-fast-lane-on-ai-breakthroughs 4. Jefferies identifies software stock winners after AI selloff https://www.cnbc.com/2026/03/06/the-consumer-stocks-primed-to-be-big-winners-from-ai-according-to-jefferies.html