Big Tech earnings season and the capex spiral

05/18/2026, 10:04 AM
businessinsider.com

Big Tech earnings season and the capex spiral

Michael M. Santiago/Getty Images/Reuters

Big Tech earnings season starts next week with Google, but the most important number won't be profit or revenue. It will be how much these companies say they'll spend on AI data centers.

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Big Tech earnings season and the capex spiral

07/18/2026, 10:04 AM
businessinsider.com
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Big Tech earnings season and the capex spiral

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