Microsoft and Meta are heavily investing in AI CapEx, prompting concerns over the low return on capital.

The entities involved

• Microsoft →

  American multinational technology corporation

  • Amy Hood, CFO of Microsoft, holds the position as of September 30, 2026.07:57
  • Earnings reports from major tech companies are currently influencing market indices and driving overall market sentiment.07:33
• Meta →

  American technology company

  • ICE demands user data from Google and Meta, while ICE also scrutinizes TikTok for immigration speech.06:50
  • Major tech companies, including Alphabet, Amazon, Meta, Apple, and Microsoft, are capitalizing on AI growth and benefiting from computing infrastructure spending.05:16

Related events

• Goldman Sachs predicts an AI capex supercycle as major tech giants Microsoft, Meta, and Amazon capitalize on the AI boom.Jul 1
• Microsoft announced plans to invest $175 billion in AI infrastructure this year, coinciding with earnings that exceeded market expectations.Aug 3
• Both Amazon and Microsoft are major players in the AI chip market and stand to benefit from AI in the long run.Jun 8
• Nvidia earnings are being scrutinized as a potential indicator of the financial viability of hyperscalers' massive AI infrastructure investments.Jul 8
• Major tech companies (Meta, Google, Microsoft) are expected to increase spending on AI infrastructure, utilizing Nvidia chips.Oct 21