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Big Tech earnings slam into a market in revolt over AI spending | Fortune

Earnings from Microsoft and Meta Platforms are due on Wednesday, followed by Apple and Amazon on Thursday.

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Big Tech earnings slam into a market in revolt over AI spending | Fortune

Big Tech burns $724B capex on AI in 2026 with negative cash flow; Alphabet -7%—market inverts from 'capex=growth' to 'capex=risk'. For manager tech: memory chip margin compression is certain, ROI uncertain; Apple wins via partnership, not heavy outlay—capex-heavy AI model is dead.

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giovedì 23 luglio 2026·thenationalnews.com
AI spending concerns resurface after Alphabet and Tesla report earnings | The National
Shares in Big Tech companies sink as earnings reports from Microsoft and others come into focus
venerdì 24 luglio 2026·fortune.com
AI is forcing Big Tech to do something it's never done: Spend more than it earns, and Wall Street hates it | Fortune
The Mag7 had its worst day Thursday since the tariff-driven selloff last April.

Big Tech earnings slam into a market in revolt over AI spending | Fortune

Confronto fonti

Big Tech earnings slam into a market in revolt over AI spending | Fortune

Timeline cronologica

AI spending concerns resurface after Alphabet and Tesla report earnings | The National

AI is forcing Big Tech to do something it's never done: Spend more than it earns, and Wall Street hates it | Fortune

US technology giants face investor scrutiny as AI spending rises

Big Tech's AI Reckoning: This Earnings Week Could Decide The Next Leg Of The Market

AI spending concerns resurface after Alphabet and Tesla report earnings | The National

What to Expect From Big Tech’s Earnings This Week

Bond Markets Are Rethinking Big Tech’s $1 Trillion+ a Year for AI - Meta Platforms (NASDAQ:META), Amazon.

Fortune Tech: AI Kill Switch Act, Apple-Ford maps deal, EU’s Google antitrust fine | Fortune

Microsoft, Meta, Amazon face investor anxiety over AI spending as Big Tech capex tops $700B

Microsoft, Meta, Amazon, and Apple report earnings this week, and crypto markets are watching closely

US technology giants face investor scrutiny as AI spending rises

Big Tech's AI Reckoning: This Earnings Week Could Decide The Next Leg Of The Market

Big Tech earnings slam into a market in revolt over AI spending | Fortune

What to Expect From Big Tech’s Earnings This Week

Bond Markets Are Rethinking Big Tech’s $1 Trillion+ a Year for AI - Meta Platforms (NASDAQ:META), Amazon.