Big Tech earnings put spotlight on AI and memory shortage as Trump tariff threats loom

The first Big Tech earnings of the new year kick off this week, with Intel (INTC) set to report its results after the bell on Thursday. AI will undoubtedly lead the conversation. As in prior quarters, questions remain about how companies are monetizing their vast investments in the red-hot technology and whether hyperscalers like Amazon (AMZN), Google (GOOG, GOOGL), and Microsoft (MSFT) and social media giant Meta (META) will continue to increase spending. Investors will also be interested in PC chip sa ...