The fourth-quarter earnings season will give the megacaps an opportunity to lay out their 2026 spending visions and, in some cases, defend those plans.
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If 2025 was the year Wall Street came to grips with massive artificial intelligence infrastructure spending from tech’s megacaps, 2026 looks to be more of the same.
But as the price tag for AI goes up, so do expectations for the returns on investment.
Earnings season kicks off this week for tech’s biggest names, with reports from Apple
, Meta
Most of the tech megacaps report quarterly results this week, and investors are particular focused on capital expenditures.
Tech's megacaps announced major increases in capex spend for 2026, and now investors are preparing for cash to dwindle.
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,…
CNBC's Paulina Likos and Zev Fima break down big tech's massive artificial intelligence spending spree
The overall cost has been causing heads to spin, but analysts say they're seeing flowthrough from investments to revenue.
