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2 articles
The Motley FoolThe Motley Fool··Micah Zimmerman

April Earnings Crunch: AI Stocks Face Reality Check as Investors Demand Proof Over Promise

April 2026 earnings season tests whether AI investments justify $700B spending as investors shift from rewarding ambition to demanding tangible returns.
NVDAMETAMSFTAMZNGOOG+2capital expendituremarket sentiment shift
Investing.comInvesting.com··Zacks Investment Research

Microsoft Faces Market Scrutiny Over Accelerating AI Infrastructure Costs

Microsoft's revenue grew 17% to $81.3B, but $37.5B quarterly capex surge sparked investor concerns about AI infrastructure spending justifying returns.
MSFTAMZNGOOGGOOGLcapital expenditurecloud computing