Apr 30, 2026
Big Tech Q1 2026 Earnings: $700B AI Capex Arms Race — Why Only One Got Market Credit
Four tech giants reported Q1 2026 the same night — Alphabet, Microsoft, Amazon, Meta — and the market gave four wildly different verdicts on their combined $700B AI capex bet. Here's why only Google got initial credit, why AMZN got bid back the day after, and what to do.