Microsoft and Amazon win Big Tech’s AI race

Big Tech is spending billions on AI, but Wall Street is not rewarding every company equally.

Microsoft and Amazon are gaining ground as investors look for stronger AI monetization. Meta faces growing questions over massive spending, while Apple remains positioned for its next AI chapter.

CGTN's Sean Callebs spoke to Dan Ives of Yorkville Ives & Co. about the winners and losers of Big Tech earnings — and whether Wall Street's patience with AI spending could eventually run out.

#bizshow #BigTech #Earnings #AI #ArtificialIntelligence #Microsoft #Amazon #Meta #Apple #WallStreet

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