Three of the largest U.S. technology firms—Meta, Google (Alphabet), and Microsoft—reported record quarterly profits alongside unprecedented capital outlays for artificial‑intelligence infrastructure. Meta forecast capex of $70‑$72 billion, up from its prior range, while Alphabet lifted its 2025 spending outlook to $91‑$93 billion. Microsoft’s quarterly capex rose to $34.9 billion, a 74 percent year‑over‑year jump. All three companies highlighted strong revenue growth in cloud and advertising segments, aggressive AI talent recruitment, and strategic partnerships, even as analysts warn of a possible AI market bubble. Leer más →

Meta is rapidly increasing its AI-related operating and capital expenses, but investors remain uneasy as the company has yet to demonstrate clear revenue‑generating AI products. While Meta AI boasts a large user base and experiments like Vibes and smart glasses have launched, analysts say the spending lacks a concrete product anchor, causing the stock to slide and raising questions about the long‑term payoff of Meta's AI investments. Leer más →