"Big Tech Earnings Fuel Investor Appetite and Market Rally"

Tech investors, driven by high expectations and a desire for relentless growth, are pressuring Big Tech companies for outstanding results, with Alphabet and Microsoft feeling the squeeze this week. Shareholders are demanding perfection, with only smashing success fully satisfying them. While Meta and Amazon delivered strong outlooks and pleased investors, Alphabet and Microsoft faced scrutiny for perceived weak points in ad revenue and cloud growth. The unforgiving judgment of investors highlights the mismatch between inflated desire and what booming enterprises can deliver, as heavy up-front investments in AI and capital expenditures are also causing financial concerns.