Here's What We Learned From Big Tech Earnings Last Week

1. Tech earnings show robust AI investment from major firms, benefiting AAPL. 2. Cloud spending forecasted to rise 24% in 2026, positively impacting AAPL supply chain. 3. Strength in AI-enhanced search features noted in competitor Alphabet’s earnings. 4. Meta's struggles with AI costs may signal challenges in tech spending overall. 5. Investors remain focused on concentration risks among leading AI companies.