Big Tech’s $16 Trillion Moment of Truth: Alphabet and Microsoft Lead AI ROI Stress Test

As the global economy grapples with the ongoing war in Iran and a spike in energy costs, this week’s earnings from Alphabet, Microsoft, Amazon, and Meta serve as a definitive pulse check for the AI supercycle. Discover the key capex milestones and cloud growth targets to watch as the Magnificent Seven attempt to prove that trillions in infrastructure spending can finally translate into sustainable bottom-line profits.