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A Tale Of Four Tech Giants
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A Tale Of Four Tech Giants

Seeking Alpha·Wall Street Breakfast·about 1 month ago
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Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Four of the biggest companies in America—that represent more than 15% of the S&P 500 ( SP500 )—reported earnings after the bell on Wednesday, providing a snapshot into the tech sector at a time of economic uncertainty . Spending on artificial intelligence computing infrastructure has gone into overdrive, with investors closely watching capital expenditures and growth from these burgeoning industries. At the same time, the legacy businesses of these giants have been resilient, like enterprise software, digital advertising, social media and e-commerce. Who's up? Despite mega spending on the AI dream, massive cloud growth and profits sustained Alphabet ( GOOGL ) and Amazon ( AMZN ) following earnings.…

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