Alphabet is ramping capital spending to unprecedented levels, but investors are largely shrugging because earnings and Cloud momentum are strong enough to absorb the hit and still deliver double‑digit growth.
One of these tech giants posted accelerating growth and expanding margins -- and didn't need to commit hundreds of billions to AI infrastructure to do it.
They may suffer the occasional knee-jerk setback. By and large, though, investors understand these companies are capable of standing up to almost any challenge.
A bombshell WSJ report just exposed missed targets and internal turmoil at OpenAI, and the timing could not be worse for Meta, Amazon, Google, and Microsoft earnings.
The Oracle of Omaha significantly pared down a dual-industry leader for a company whose balance sheet and operating prospects may be even more rock-solid.
