While hyperscalers are getting rewarded for their big spending plans, smaller companies are getting punished by investors.
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Across the tech sector this earnings season, companies told Wall Street to get ready for ramped up spending as the artificial intelligence boom accelerates.
But while investors largely rewarded the megacaps for their boosted capital expenditure forecasts, or just shrugged off their guidance, companies outside the trillion-dollar club are getting punished.
DoorDash
, Duolingo
Most of the tech megacaps report quarterly results this week, and investors are particular focused on capital expenditures.
With the largest cloud and internet companies reporting results this week, it's clear that spending on artificial intelligence is…
Earnings reports from Meta, Alphabet and Microsoft reaffirm that giants are ramping up their spending on artificial intelligence,…
In recent earnings, some companies proved their ability to capitalize on solid growth opportunities offered by the ongoing AI…
The fourth-quarter earnings season will give the megacaps an opportunity to lay out their 2026 spending visions and, in some…
While Big Tech deals draw eyeballs, opportunities lie in those flying under the radar but supporting the AI supply chain.
