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The Risks of Microsoft’s Relatively Restrained Capex - The InformationThe Information · Sun, 09 Aug 2026 18:00:00 GMTBitget UEX Daily|US-Iran Talks Possibly Tomorrow, Hormuz Agreement Signals Emerge; Amazon Completes $50 Billion OpenAI Investment; Palantir Earnings After the Close (August 3, 2026) - BitgetBitget · Mon, 03 Aug 2026 05:48:58 GMTApple Market Cap Tops $5 Trillion After 25% Rally: Can AI Strategy Support Further Gains? - TradingKeyTradingKey · Sat, 01 Aug 2026 19:06:04 GMT'The market has voted': Michael Burry says Big Tech's AI spending is dragging down the S&P 500 while Apple wins — and 'the results are clear' - moneywise.commoneywise.com · Thu, 30 Jul 2026 07:00:00 GMTAlphabet and Tesla took a hit from soaring AI spending. Will Microsoft, Meta and Amazon be next? - MarketWatchMarketWatch · Wed, 29 Jul 2026 07:00:00 GMT