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Storia in 5 fonti
Investors still trust Google more than Meta when it comes to spending their money on AI
Alphabet and Meta both boosted their capex guidance in their first-quarter earnings reports, but Wall Street viewed one much more favorably than the other.
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bbc.com
Big US tech stocks swing as investors probe AI spending
Meta, Amazon, Alphabet and Microsoft all reported earnings at the same time on Wednesday.
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forbes.com
Earnings Reveal The First Real Winners And Losers Of The AI Arms Race
Alphabet surged while Microsoft and Meta fell as Big Tech earnings revealed a new divide: investors reward AI payoffs, not spending. Here’s how each hyperscaler performed.
