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Alphabet, Amazon, and Microsoft are expected to report double-digit gains in revenue this week, as investors grow impatient with AI capex and seek returns

Three of the biggest and most important technology companies in the world are expected to show healthy growth when they report earnings this week.

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Alphabet, Amazon, and Microsoft are expected to report double-digit gains in revenue this week, as investors grow impatient with AI capex and seek returns

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Bloomberg — Alphabet, Amazon, and Microsoft are expected to report double-digit gains in revenue this week, as investors grow impatient with AI capex and seek returns ↗

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Related stories

Bloomberg: Alphabet, Meta, Microsoft, Amazon, and Oracle have a collective $3T+ in AI spending commitments over the coming years, including Alphabet's $1T and Meta's $800B

Financial Times: Big Tech reported Q2 "other income" rose significantly to $160B+, driven by investments in AI companies, raising concerns of paper gains overstating the AI boom

Wall Street Journal: Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their ~$600B in reported capex

Wall Street Journal: Microsoft faces investor criticism over opaque financial reporting across capex, its OpenAI deal, and Azure, which is buried in the Intelligent Cloud segment

CNBC: Nvidia, Oracle, CoreWeave, and other AI stocks fell after a report that OpenAI's annualized revenue at September's end was $20B less than previously reported

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