- Meta, Google, and Microsoft Triple Down on AI Spending WIRED
- Earnings live: Boeing stock slips as cash burn improves, Caterpillar and Verizon rise, Enphase tumbles Yahoo Finance
- Big Tech tests investors’ patience with $80bn AI investment spree Financial Times
- Meta, Microsoft Test Investors’ Patience With AI Spending Spree Bloomberg.com
- CNBC Daily Open: Capex is the number to look at amid Big Tech earnings CNBC
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