Q1 2026 Earnings: Big Tech’s AI Reality Check Week (MSFT, GOOGL, META, AMZN)
After Tesla’s CapEx warning, the market shifts its focus to the final week of April. Will the trillion-dollar club prove their ROI? 1. The Shift: From Hype to Accountability For the past year, AI has been the most powerful narrative in the market. Every earnings call and investor presentation pointed in one direction: spend now, … Read more