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Tech's massive AI spend is under scrutiny ahead of earnings. Here's what to watch

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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cnbc.com

theguardian.com

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cnbc.comStai leggendo6 mesi fa

Tech's massive AI spend is under scrutiny ahead of earnings. Here's what to watch

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.

originale

theguardian.com6 mesi fa

Big tech results show investor demand for payoffs from heavy AI spending

Meta wowed Wall Street with improvements in ad targeting fueled by AI alongside huge investment. Microsoft had less to show for its billions spent

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Timeline cronologica

martedì 27 gennaio 2026·cnbc.com
Tech's massive AI spend is under scrutiny ahead of earnings. Here's what to watch
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.
giovedì 29 gennaio 2026·theguardian.com
Big tech results show investor demand for payoffs from heavy AI spending
Meta wowed Wall Street with improvements in ad targeting fueled by AI alongside huge investment. Microsoft had less to show for its billions spent