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Alphabet's massive AI spending forecast worries investors, Microsoft faces Azure supply challenges and downgrades, while Amazon's upcoming earnings may boost confidence on AWS and AI growth.
BCA Research forecasts AI-related capital expenditure to peak by end-2026, slowing big tech investment growth. Despite this, a supportive interest rate environment suggests Amazon and tech stocks may…
Microsoft is set to report strong Q1 fiscal 2026 results with projected revenue growth across cloud and business segments, despite a slight dip in personal computing revenue. Analyst price targets su…