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Alphabet and Tesla took a hit from soaring AI spending. Will Microsoft, Meta and Amazon be next?

Market Watch

12:52 PM | Tuesday | Jul 28, 2026

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Big Tech is in focus, as Microsoft MSFT+2.41%, Amazon.com AMZN+0.12%, Apple AAPL+0.86% and Meta Platforms META+0.
19% report earnings this week. Wall Street will be looking closely at free cash flow, capital expenditures and growth.

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12:52 PM | Tuesday | Jul 28, 2026

Alphabet and Tesla took a hit from soaring AI spending. Will Microsoft, Meta and Amazon be next?

Market Watch

Big Tech is in focus, as Microsoft MSFT+2.41%, Amazon.com AMZN+0.12%, Apple AAPL+0.86% and Meta Platforms META+0.
19% report earnings this week. Wall Street will be looking closely at free cash flow, capital expenditures and growth.

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12:33 PM | Tuesday | Jul 28, 2026

Jeff Bezos says this business is becoming Amazon's next ‘pillar'

GeekWire

Amazon founder Jeff Bezos says the company's custom AI chip business is poised to become its next "pillar," joining Marketplace, Prime, and AWS as one of Amazon's foundational businesses as the tech giant doubles down on artificial intelligence infrastructure.

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12:30 PM | Tuesday | Jul 28, 2026

Thatcher: GOOGL, MSFT, META & AMZN Will be Long-Term Winners Despite CapEx

Schwab Network

"I would not jump to the alarm bell" when it comes to the AI trade's substantial selling action, says Ted Thatcher, pointing to Alphabet (GOOGL) as a bellwether for the Mag 7 in AI spending and ROI. He expects Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) to all raise CapEx for 2026 but also sees these Big Tech giants benefitting from it long-term.

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12:28 PM | Tuesday | Jul 28, 2026

Rogers, Prime Video sign 12-year deal for NHL deal for Canada

Reuters

Rogers Communications and Amazon.com's Prime Video on Monday signed a 12-year sublicensing agreement granting the ​streaming platform exclusive rights to broadcast Wednesday ‌night national NHL games in Canada beginning with the 2026-27 season.

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12:00 PM | Tuesday | Jul 28, 2026

Which Tech Giant Will Blink First on AI Spending?

WSJ

Investors are practically begging AI's big spenders to blink. Who will be first? Markets are making the option of pulling in the reins—or at least keeping capital spending steady—tantalizing.

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11:34 AM | Tuesday | Jul 28, 2026

Amazon Mounts AI Reorganization Following Layoffs

PYMNTS

Amazon is reportedly phasing out several in-house artificial intelligence (AI) models in a larger AI overhaul. The tech giant is also reorganizing teams and having engineers focus on a new strategy that involves competing at the frontier level, Business Insider reported Tuesday (July 28), citing sources familiar with the matter.

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11:31 AM | Tuesday | Jul 28, 2026

The 5 Hyperscaler Stocks Most at Risk If AI Capex Spending Hits a Wall in 2026

24/7 Wall Street

Jim Cramer just put a name on the action. In a post today, he wrote: “We are seeing a sea change based on one of the hyperscalers saying it will NOT increase capex or a realistic re-valuation of OpenAI DOWN so its credit may not be that good.

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10:59 AM | Tuesday | Jul 28, 2026

Amazon Is Killing Most of Nova — Is Its $200 Billion AI Bet Still Alive?

24/7 Wall Street

The artificial intelligence race is entering a new phase.

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10:26 AM | Tuesday | Jul 28, 2026

Short Sellers Are Piling Into Magnificent 7 Stocks Like Amazon, Microsoft, and Meta Before This Week's Earnings

24/7 Wall Street

Meta Platforms (NASDAQ:META | META Price Prediction) and Microsoft (NASDAQ:MSFT) report quarterly earnings after the bell Wednesday, July 29, followed by Amazon (NASDAQ:AMZN) on Thursday, July 30.

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10:26 AM | Tuesday | Jul 28, 2026

Google Cloud Just Grew 82%. Here's Why Amazon and Microsoft Investors Should Pay Attention Before This Week's Earnings.

Fool - Investing News

Investors want to see that the cloud giants are justifying their massive capex. Google just did that.

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