{"id":238914,"date":"2026-05-04T07:58:00","date_gmt":"2026-05-04T11:58:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/05\/04\/big-techs-massive-spending-is-back-in-focus-on-wall-street\/"},"modified":"2026-05-04T09:30:12","modified_gmt":"2026-05-04T13:30:12","slug":"big-techs-massive-spending-is-back-in-focus-on-wall-street","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/05\/04\/big-techs-massive-spending-is-back-in-focus-on-wall-street\/","title":{"rendered":"Big Tech\u2019s massive spending is back in focus on Wall Street"},"content":{"rendered":"

Big Tech\u2019s massive spending is back in focus on Wall Street<\/a><\/p>\n

https:\/\/www.cnn.com\/2026\/05\/04\/investing\/us-stocks-tech-ai<\/a><\/p>\n

Publish Date: 2026-05-04 07:58:00<\/a><\/p>\n

Source Domain: www.cnn.com<\/a><\/p>\n

New York<\/span>\u00a0\u2014\u00a0<\/span>\n <\/p>\n

\n Wall Street wants more proof that Big Tech\u2019s enormous spending on artificial intelligence will pay off.\n <\/p>\n

\n The largest US tech companies are on a spending spree to try and get ahead in the AI race. Amazon (AMZN), Alphabet (GOOG), Meta (META) and Microsoft (MSFT) continue to spends hundreds of billions of dollars on building out infrastructure to power the AI boom.\n <\/p>\n

\n The four companies are collectively set to surpass $700 billion in spending on AI this year as they compete to becomes leaders in the industry.\n <\/p>\n

\n But now, investors are scrutinizing spending plans that don\u2019t have tangible results. It\u2019s been a shift in the making as spending on AI has skyrocketed in recent years.\n <\/p>\n

\n Wall Street last week got a look at the companies\u2019 first quarter earnings. The market reaction underscored the scrunity: Alphabet shares jumped 10% after the company reported earnings. Meanwhile, Meta shares sank almost 9% after the company reported earnings.\n <\/p>\n

\n Alphabet announced plans to raise its AI spending, but also exhibited an ability to monetize AI through ad revenue and demand for cloud contract services, with a backlog of deals valued at $460 billion, according to the company\u2019s earnings results.\n <\/p>\n

\n Meta also announced plans to raise its spending on AI by at least another $10 billion. But Meta didn\u2019t display the same evidence of it paying off. Meta doesn\u2019t have a cloud business like Alphabet or Microsoft, leaving it without that revenue stream.\n <\/p>\n

\n Wall Street is now looking for clear AI winners and losers, as opposed to betting the rising tide will lift all boats.\n <\/p>\n

\n \u201cLooking ahead, careful selection in tech remains critical,\u201d Seema Shah, chief global strategist at Principal Asset Management, said in a note.\n <\/p>\n

\n Alphabet…<\/p>\n

Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Big Tech\u2019s massive spending is back in focus on Wall Street https:\/\/www.cnn.com\/2026\/05\/04\/investing\/us-stocks-tech-ai Publish Date: 2026-05-04…<\/p>\n","protected":false},"author":1,"featured_media":238915,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/media.cnn.com\/api\/v1\/images\/stellar\/prod\/2026-04-29t160609z-1654797500-rc21zka1g4v5-rtrmadp-3-usa-stocks.JPG?c=16x9&q=w_800,c_fill","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-238914","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/238914"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=238914"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/238914\/revisions"}],"predecessor-version":[{"id":238916,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/238914\/revisions\/238916"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/238915"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=238914"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=238914"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=238914"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}