Big tech is spending billions on AI. Will Wall Street wait for the payoff? – MarketWatch

  1. Big tech is spending billions on AI. Will Wall Street wait for the payoff?  MarketWatch
  2. AI Investment Comes Into Focus for Microsoft, Meta, Tesla, and Apple  Barron’s
  3. Big Tech earnings: Wall Street ‘underestimating’ tech, Ives says  Yahoo Finance
  4. Big Tech AI Stocks to Showcase AI Gains, Capex in Q4 Reports  IO Fund
  5. “US exceptionalism” faces its sternest test of the year and is it deepseek or deepfake?  FXStreet