Alphabet, Amazon, and Microsoft are expected to report double-digit gains in revenue this week, as investors grow impatient with AI capex and seek returns (Bloomberg)
https://www.bloomberg.com/news/articles/2026-10-25/ai-spending-fears-threaten-to-swamp-big-tech-s-strong-earnings
http://www.techmeme.com/261026/p6#a261026p6
