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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
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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forbes.com
Meta Beats Wall Street’s Q4 Revenue Estimates—As AI Spending Rises
The company previously said it would rapidly increase spending to meet AI goals.
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Meta rises 8%, Microsoft sinks 11% as megacap tech stocks diverge after earnings
Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.
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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