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Tech titans face a balancing act of AI optimism and capex restraint heading into Q3 earnings

· businessinsider.com · popularity 33/100 · 0 similar stories today

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Summary

AI spending is once again the big issue heading into mega-cap tech earnings. Three hyperscalers worth a collective $10 trillion in market cap will report Q3 earnings in the coming days — Microsoft and Alphabet on Wednesday, and Amazon on Thursday — and investors will have another opportunity to …

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