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and run AI models.AI features have unexpectedly boosted business units that, just a couple of years ago, Wall Street thought might be disrupted by the technology.Executives attempted to alleviate Wall Street's growing concerns about customer concentration.Earnings season kicked into high gear last week when five of the Magnificent Seven members with a combined market value of over $15 trillion reported results.The tech titans—Apple (AAPL), Microsoft (MSFT), Alphabet (GOOG), Amazon (AMZN), and Meta (META)—reported better-than-expected results across the board, and forecast their massive investments in artificial intelligence will grow in the coming year.Below, we take a closer look at some of the key takeaways from this round of big tech earnings.These tech giants account for a sizable share of the U.S. stock market, making their quarterly earnings some of the most highly anticipated and consequential events on Wall Street. Their investments in artificial intelligence have also been a boon to the U.S. economy over the last year.One thing made clear in last week's earnings calls, was that the hyperscalers’ AI investments are showing no signs of a pullback.Amazon on Thursday raised its full-year capital expenditures forecast and said that investments will increase next year. Alphabet also bumped up its capex guidance for the third time this year and forecast another “significant” increase next year. Microsoft didn’t share a quarterly or full-year capex estimate, but CFO Amy Hood said investments will grow even faster in fiscal year 2026 than in 2025.Executives stressed that, despite their massive investments up to this point, they expect demand will continue to outstrip supply into next year. Microsoft’s cloud computing platform, Azure, likely bore the brunt of its capacity constraints, according to Hood, who said the company has been forced to prioritize other core business offerings. She, like Meta CEO Mark Zuckerberg, also said that their internal AI teams need more computing capacity.Citi analysts in a note on Thursday said they expect cloud data center capex to grow 24% in 2026, which should be a boon to semiconductor makers like Nvidia (NVDA), Broadcom (AVGO), and Advanced Micro Devices (AMD).Spending on data centers is all well and good with Wall Street, as long as investors perceive rising profits will make it worthwhile.條款 及 私隱政策Privacy & Cookie SettingsMore InfoS&P 5006,856.40 +16.20 (+0.24%)Dow 3047,361.85 -201.02 (-0.42%)Nasdaq23,853.40 +128.44 (+0.54%)Russell 20002,471.25 -8.13 (-0.33%)VIX17.22 -0.22 (-1.26%)Gold4,017.70 +21.20 (+0.53%)投資組合登入存取你的投資組合登入最大升幅CIFR Cipher Mining Inc. 22.73 +4.08 (+21.89%)AMKR Amkor Technology, Inc. 37.94 +5.66 (+17.53%)IDXX IDEXX Laboratories, Inc. 720.38 +90.87 (+14.44%)KVUE Kenvue Inc. 16.37 +2.00 (+13.95%)FRPT Freshpet, Inc. 55.63 +6.42 (+13.04%)最大跌幅QURE uniQure N.V. 34.00 -33.69 (-49.77%)VERX Vertex, Inc. 19.40 -3.50 (-15.27%)UUUU Energy Fuels Inc. 17.76 -2.75 (-13.41%)KMB Kimberly-Clark Corporation 102.65 -17.07 (-14.26%)RGC Regencell Bioscience Holdings Limited 14.31 -2.34 (-14.05%)最活躍KVUE Kenvue Inc. 16.37 +2.00 (+13.95%)NVDA NVIDIA Corporation 208.34 +5.85 (+2.89%)CIFR Cipher Mining Inc. 22.73 +4.08 (+21.89%)BITF Bitfarms Ltd. 4.1352 +0.1652 (+4.16%)ONDS Ondas Holdings Inc. 6.13 -0.31 (-4.81%)業績公佈我的業績公佈熱門股票代號BTC-USD Bitcoin USD 107,027.67 -3,145.69 (-2.86%)KMB Kimberly-Clark Corporation 102.80 -16.91 (-14.13%)IREN IREN Limited 68.30 +7.55 (+12.44%)KVUE Kenvue Inc. 16.40 +2.03 (+14.09%)NVDA NVIDIA Corporation 208.25 +5.76 (+2.84%)主要經濟數據