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AI Spending Delivers Mixed Results to Stocks | Bloomberg Tech

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January 29, 2026

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set to release results after the bell with investors focused on holiday sales and memory costs. And, Amazon reported hundreds of thousands of pieces of content it believed included child sexual abuse material, which it found in data gathered to improve its AI models.

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AI Spending Delivers Mixed Results to Stocks

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Bloombergs Caroline HydeEd LudlowMeta MicrosoftPlus AppleAnd AmazonBloomberg TechnologyBloomberg Podcasts ListenFollow Bloomberg Podcasts

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AI Spending Delivers Mixed Results to Stocks | Bloomberg Tech · Bloomberg Podcasts · Sentinel