Tech earnings preview: Investors want to see returns on AI spending boom
Youtube·2026-01-27 20:59

Tech giants gearing up to report quarterly results this week with investors closely watching the price tag for the AI buildout. On Wednesday, we're going to hear from Meta and Microsoft. And next week, Amazon and Alphabet are on deck.In all, the four companies are expected to spend over $400 billion in capital expenditures this year. That's according to estimates compiled by Faxet. And here to decode the AI messaging for this earning season, we got Alli Mogarabi, West End Capital Management senior equity an ...

Tech earnings preview: Investors want to see returns on AI spending boom - Reportify