Motley Fool Money It's the Big Tech Earnings Game! AAPL, META, MSFT
11 snips
Jan 26, 2026 
Sanmeet Deo, Fellow Fool and tech analyst, breaks down coming Big Tech reports. He covers rising AI-driven capital spending and who will keep up. Short takes on Apple hardware and services, Meta ad momentum and Reality Labs risks, and Microsoft’s Azure, Copilot, and guidance pressures. Quick, punchy predictions and company-specific expectations throughout.
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AI CapEx Arms Race Among Big Tech
- Big tech firms sharply increased AI-related CapEx in 2024–25 and plan more in 2026, driving an infrastructure arms race.
- Apple lags with a smaller increase, but all hyperscalers are escalating spending to avoid falling behind.
Apple As Nintendo In The Spec Wars
- Rick compared Apple to Nintendo in the console wars: great brand but not about spec sheets.
- He expects Apple to shift toward AI-centric features after iPhone 17 momentum.
Non-Hyperscalers Must Invest In AI
- Companies outside hyperscalers should still invest in AI or risk being disrupted by competitors.
- Expect firms like Duolingo and Toast to increase AI spending to maintain relevance and operational advantage.
