https://www.live-feeds.com/feed/ai-spending-fears-threaten-to-swamp-big-tech-s-strong-earningsContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/ai-spending-fears-threaten-to-swamp-big-tech-s-strong-earningshttps://www.live-feeds.com/feed/ai-spending-fears-threaten-to-swamp-big-tech-s-strong-earnings#u166510Sat, 31 Oct 2026 16:10:22 +0000Big Tech companies are expected to report healthy growth, but investor reaction may hinge on AI spending levels and when that spending will pay off. Fears of an AI bubble and concerns about the sustainability of the AI spending boom are rising. The response to any disappointment likely won't be forgiving, given the reaction to Meta's rising capital expenditures.Why it mattersThe AI spending boom has been a key driver of growth for Big Tech companies, but investors are increasingly questioning whether the spending is sustainable. The market reaction to Meta's rising capital expen