This earnings number is the only one that matters as a gut check on Big Tech's AI spending
MarketWatch·2026-01-27 20:50
Opinion: This earnings number is the only one that matters as a gut check on Big Tech's AI spending - MarketWatch## Your Digital Self# Opinion: This earnings number is the only one that matters as a gut check on Big Tech's AI spending## S&P 500 index-fund investors are locked into a big bet that AI capital expenditures will pay offPublished: Jan. 27, 2026 at 7:50 a.m. ETShareResizePhoto: MarketWatch photo illustration/iStockphotoWith four of the "Magnificent Seven†tech companies reporting earnings this week ...