Big Tech earnings and AI spending under pressure

[Ellie_28]

Huge earnings from Microsoft, Amazon, Meta and Alphabet are landing at once, and markets are watching if AI spend is actually paying off. There is growing doubt after reports some AI targets are being missed, so this could shift the whole narrative. Feels like a turning point week for the sector.
https://www.marketwatch.com/story/wall-streets-super-bowl-wednesday-alphabet-amazon-microsoft-and-meta-report-along-with-powells-last-fed-meeting-88eb1710

https://www.marketwatch.com/story/wall-streets-super-bowl-wednesday-alphabet-amazon-microsoft-and-meta-report-along-with-powells-last-fed-meeting-88eb1710

[SGHolly]

AI spend has been crazy, time for results

[Stu96]

Markets always overreact to these cycles. Its way to early to expect resukts

[WaveFunction34]

If returns are weak expect layoffs next

[Courier53]

Still think AI wins long term. People expecting immediate returns are idiots.