U.S. tech giants such as Microsoft, and Meta released their earnings reports this week, with the return on AI spending becoming the focus of the market.
This week, U.S. tech giants such as Microsoft, Meta, Apple, and Amazon will release their earnings reports one after another.The market’s focus is on whether these companies’ record-breaking AI spending will translate into actual revenue growth. Previously, despite Alphabet’s second-quarter revenue and earnings per share exceeding expectations, its stock price still fell after the company raised its 2026 capital expenditure guidance to $195–205 billion.Analysts point out that capital expenditures at major tech companies are currently growing at a rate far exceeding their cash generation. Investors are closely monitoring capital expenditures rather than surface-level profits, as part of the profits reported by Meta and Amazon in their last-quarter earnings were attributable to non-operating factors.
No AI analysis yet. Tap the "AI Analysis" button above to generate one now.
Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
24H Trending
-
1
Samsung Electronics is down 4.44% from its previous close, now trading at ₩231,250.
-
2
SK Hynix is up 5.58% from its previous close, now trading at ₩1,570,000.
-
3
Samsung Electronics fell 5.99% from its previous close, now trading at ₩227,500.
-
4
Nikkei Asia: Iranian separatists intensify attacks and seize territory in response to a potential full-scale US assault.
-
5
FOR Token (ForTube) Issuance Price and Project Analysis
-
6
China's tech stocks lose luster as STAR 50 Index plunges over 40% from July peak, CATL falls 37% YTD amid AI profit doubts
-
7
India approves $22 billion in military spending to address border tensions with China.
-
8
FERMA Coin: Current Status and Future Outlook
-
9
What is FLOW? An Analysis of the Flow Blockchain Ecosystem and Its Current Status
-
10
Obama criticizes Trump's Iran war, citing US vulnerability and rising oil prices
Markets Today
Recommended Reading



