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Meta and Microsoft report different AI earnings

Plus, AI workers urge the U.S. government to create guardrails for the technology, and Peacock and YouTube announce a streaming partnership. Anita Ramaswamy, columnist at The Information, joins Marketplace’s Meghan McCarty Carino on this week’s “Tech Bytes: Week in Review.”

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marketplace.orgStai leggendo1 mese fa

Meta and Microsoft report different AI earnings

Meta and Microsoft report earnings amid investor skepticism of AI capex ROI. CTO budgets tighten as market ROI expectations sharpen; simultaneously, 1,000+ researchers petition government for regulatory pace, intensifying governance concerns around infrastructure spending.

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martedì 28 luglio 2026·marketplace.org
Investors are keeping an eye on AI cash burn in Big Tech earning reports
Some investors are already diversifying away from the biggest names in tech.
mercoledì 29 luglio 2026·hindustantimes.com
Why Wall Street is questioning big tech's AI spending ahead of Microsoft and Meta earnings
Wall Street questions Big Tech's AI spending as Microsoft and Meta face investor scrutiny over soaring capex, cash flow pressure and AI returns. | Business News

Meta and Microsoft report different AI earnings

Confronto fonti

Meta and Microsoft report different AI earnings

Timeline cronologica

Investors are keeping an eye on AI cash burn in Big Tech earning reports

Why Wall Street is questioning big tech's AI spending ahead of Microsoft and Meta earnings

Meta and Microsoft report ballooning AI expenses

Why Wall Street is questioning big tech's AI spending ahead of Microsoft and Meta earnings

Meta's Q2 earnings call is today. Investors want some proof that big AI spending is starting to pay off.

Meta Platforms and Microsoft diverge on AI profitability as Big Tech capex soars past $600B

Microsoft, Meta Earnings Expose a Growing Divide in the AI ETF Trade - Meta Platforms (NASDAQ:META), Micr

Microsoft and Meta face investor scrutiny over AI spending as combined tech capex heads toward $1 trillion

Meta's Q2 earnings call is today. Investors want some proof that big AI spending is starting to pay off.

Meta and Microsoft report ballooning AI expenses

Dow Jones Top Company Headlines at 1 AM ET: Meta Stumbles as Tech Investors Demand Better Answers on AI Spending | Even ...

Meta and Microsoft's AI spending: a tale of two earnings reports

Microsoft, Meta Earnings Expose a Growing Divide in the AI ETF Trade - Meta Platforms (NASDAQ:META), Micr

Meta Platforms and Microsoft diverge on AI profitability as Big Tech capex soars past $600B

Meta and Microsoft report different AI earnings

Wall Street To Big Tech: Show Us The Money In Pricey AI Race