Microsoft, Meta, Apple, and Amazon reports will reveal capital expenditure trends amid investor concerns over AI-driven cash flow pressures.
Tech stocks edged higher Monday as investors awaited earnings from Microsoft, Meta Platforms, Apple, and Amazon this week. The results will clarify whether the AI spending surge is translating into sustainable growth or straining free cash flow, following Alphabet’s recent capex guidance that unsettled markets.
Analysts expect capex disclosures to dominate discussions, with chipmakers like SK Hynix and Qualcomm also reporting. Nvidia’s reported $250 billion financing deal with OpenAI for an Ohio data center has intensified scrutiny over circular financing in the AI sector.
Markets remain cautious as Big Tech’s ability to balance AI investment with profitability comes under the spotlight.