Big Tech Earnings Reveal AI Spending Muscle and Cloud Momentum

Last week’s earnings from the tech heavyweights—Apple Inc., Microsoft Corporation, Alphabet Inc., Amazon.com, Inc. and Meta Platforms, Inc.—painted a strong picture of how AI and cloud investments are shaping the industry. Key take‑aways: The tech giants are not pulling back on AI capital expenditures; some expect spending to accelerate into 2026. While AI and cloud are fueling new wins for these firms, not every play is smooth: Meta took a hit with a large one‑time tax charge and soaring expenses tied to its AI push. On the services front, Alphabet reported faster‑than‑expected growth in search revenue — in part thanks to AI features boosting query volume, reversing earlier expectations. Addressing investor worries about business concentration, executives emphasized broadening demand and a more diversified customer base. Bottom line: For these tech giants, the era of scaling AI and cloud infrastructure is very much active — growth may bring margin pressure, but the spending bet remains clear. #BigTech #AIInvestments #CloudGrowth #TechEarnings #SlimScan #GrowthStocks #CANSLIM