Lisa Abramowicz(@lisaabramowicz1):Concerns about Big Tech's capex plans are ballooning in tandem with these companies' spending ambitions. Key question for today's reports from MSFT & GOOG: what's the bar in markets for enough revenue/earnings to justify this increase in spend. A great chart from @drbcurtis.

Lisa Abramowicz

@lisaabramowicz1

Co-host of @bsurveillance

Joined April 2013

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Lisa Abramowicz@lisaabramowicz1

2026.10.28 09:42

Concerns about Big Tech's capex plans are ballooning in tandem with these companies' spending ambitions. Key question for today's reports from MSFT & GOOG: what's the bar in markets for enough revenue/earnings to justify this increase in spend. A great chart from @drbcurtis.