Amazon learns a tough lesson in a market bailing on tech. Why we must be patient

Amazon shares plummeted Thursday evening after the tech giant revealed a $200 billion capital expenditures plan for this year. Additionally, management’s current quarter profit forecast miss overshadowed what was otherwise a generally good final quarter of 2025. Revenue increased 14% year over year to $213.39 billion, beating expectations for $211.33 billion, according to estimates compiled…

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Alphabet resets the bar for AI infrastructure spending

Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, June 4, 2025. David Paul Morris | Bloomberg | Getty Images Google parent Alphabet beat Wall Street’s expectations for its fourth quarter but a new, high bar for expected spending on artificial intelligence infrastructure tempered enthusiasm….

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Qualcomm (QCOM) Q1 2026 earnings

President and CEO of Qualcomm Cristiano Amon delivers a speech at the Web Summit at Parque das Nacoes in Lisbon, on November 12, 2024. Patricia De Melo Moreira | AFP | Getty Images Qualcomm reported fiscal first-quarter earnings on Wednesday that beat expectations, but the company’s forecast came up short because of the global memory…

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