Wall Street’s attention shifted sharply to Big Tech after Microsoft, Amazon, Meta, and Alphabet reported quarterly earnings, with investors looking beyond headline numbers to a deeper question: Is artificial intelligence paying off?

Here's what to watch with Alphabet, Microsoft, Amazon, and Meta set to report after the closing bell.

The overall cost has been causing heads to spin, but analysts say they're seeing flowthrough from investments to revenue.

Meta, Alphabet, Amazon, and Microsoft reported earnings on Wednesday. Here's what drove the reaction from investors after the results.

Microsoft, Amazon, Google, and Meta are ramping up AI spending to record levels this year.

Alphabet delivered the strongest results of the four, posting Q1 2026 revenue of $109.9 billion, up 22% from $90.2 billion a year earlier.

With earnings for five of the world’s biggest tech giants in the rearview mirror, here’s an update on their head-spinning spending levels.

AI Gary Marcus took this week's earnings deluge as an opportunity to take aim at the top AI spenders, warning of low returns on AI capex.

The GeekWire Podcast goes inside the Elon Musk trial against OpenAI and Microsoft, breaks down blockbuster earnings from Microsoft and Amazon, and tells the story of a tiny Seattle VC firm that hustled its way into a billion-dollar AI deal.

Alphabet, Amazon, Meta and Microsoft will release results after the closing bell

By Aditya Soni and Deborah Mary Sophia April 30 (Reuters) - Alphabet's blowout cloud growth has reset expectations across major tech companies, leaving investors to recalibrate which firms are delivering the clearest returns.